Milestone Consultants, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,068,747
Clients
6
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$344,791
About
Milestone Consultants serves individuals, high-net-worth individuals, corporations, charities, and pension or profit-sharing plans, delivering comprehensive and single-issue financial planning, portfolio management, and retirement plan consulting. The firm provides written financial plans when engaged and ongoing portfolio oversight, along with participant-level services for employer plans.
Investment approach varies by account size: smaller retail accounts are managed with an asset allocation strategy, while accounts over $50,000 are allocated using a mix of fundamental, technical, and tactical analysis informed by a risk-tolerance questionnaire. For larger accounts the firm commonly recommends unaffiliated third-party investment advisers to implement and trade portfolios, then monitors those managers and meets with clients at least annually.
What is distinctive is the firm’s retirement-plan focus for a practice of its size: it provides ERISA fiduciary and non-fiduciary plan consulting (including Section 3(21), 3(38), and 408(g) services) and reports managing approximately $15.8 million in discretionary assets for plan participants alongside about $2.1 million in non-discretionary assets. This concentration of plan-related assets and formal ERISA service offerings is less common among peers with similar scale.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
Occupation focus
Retired
Fee options
$0 - $50,000: $50,000+: 0.50% to 1.00% annually
$200 per hour for financial planning and retirement plan consulting
Main office location
Milestone Consultants, Inc.
Whitney Point NY, United States
Number of offices
1
Most active in
Milestone Consultants, Inc. has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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