Milestone Financial Planning, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

283439

SEC number

801-107645

Firm type

RIA

Assets under management

$590.3M as of Apr 24, 2026

Website

twitter.com/MILESTONEFP ↗

Phone

603-589-8010

Address

3 Executive Park Drive, Bedford, NH, 03110

Advisors at this firm

12 in our index · page 1 of 1

• Cameron Philip BarkerCRD 7883919 · Stratham, NH
  IA Registered
• Jennifer Lise ClimoCRD 4632920 · Bedford, NH
  IA Registered
• Garrett J. ClimoCRD 7732465 · Bedford, NH
  IA Registered
• Jean FullertonCRD 4754321 · Bedford, NH
  IA Registered
• Jonathan Christian HarringtonCRD 6700055 · Stratham, NH
  IA Registered
• Steven Lee JacobsmeierCRD 3163147 · Bedford, NH
  IA Registered
• Daniel Benjamin KoppelCRD 5449216 · Bedford, NH
  IA RegisteredRegistration inactive
• Kyle Christopher LabelleCRD 7388659 · Bedford, NH
  IA Registered
• Kathryn Karen Lund-WildeCRD 5119699 · Westford, MA
  IA Registered
• Evan William MarquisCRD 7758291 · Stratham, NH
  IA Registered
• Cory Michael SarkisianCRD 8258926 · Bedford, NH
  IA Registered
• Kathryn Elizabeth WigginsCRD 7815829 · Bedford, NH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.