Milestones Financial provides financial planning and investment recommendations to individuals and families. They gather information through interviews and document review to create a written summary of recommendations. Services include tax planning, net worth review, portfolio analysis, retirement planning, and more. Milestones Financial does not offer investment management or custodial services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Level 1 Financial Planning: $995 to $3,980, focused on basic areas requested by the client with modest complexity, such as basic tax planning, education savings, and retirement contribution decisions.
- Level 2 Financial Planning: $2,985 to $5,970, focused on areas requested by the client with moderate complexity, such as tax planning strategies, education savings, and multiple retirement contribution options.
- Level 3 Financial Planning: $3,980 to $6,965, focused on areas requested by the client with medium complexity, such as advanced tax planning strategies, advanced employee benefit options, and small business consulting.
- Level 4 Financial Planning: $4,975 to $7,960, focused on areas requested by the client with moderately high complexity, such as advanced tax planning strategies, pre-retirement decisions, and review of complex estate documents.
- Level 5 Financial Planning: $7,960 or more, focused on areas requested by the client and involves an extremely high level of complexity, such as advanced tax and estate planning strategies, executive level employee benefits, and legacy planning.
- Hourly Financial Advising: $199 per hour for follow-up services, billed in six-minute increments.
- Hourly Financial Planning (FinancialPoint): $200 per hour, paid by FinancialPoint for beneficiaries of US military members.
One-Time Plan:$995 - $7,960
Hourly Rate:$199 - $200/hr
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