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Milestone Financial Planning, LLC

Milestone Financial Planning, LLC. CRD 283439

M

CRD: 283439

Milestone Financial Planning, LLC

Bedford, NH, 03110
6035898010
milestonefinancialplanning.com
$590.3M Total AUM
$590.3M Disc. AUM
13.5% 3Y CAGR
23 Employees
257 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Quantum harborMatrix +more
Established Date
04-22-2016
Office Locations
3

Office Locations

3 Executive Park Drive Suite 200 Bedford NH
7 Emery Lane Stratham NH
-- Westford MA

About Milestone Financial Planning, LLC

Milestone Financial Planning is a New Hampshire-based RIA providing coordinated financial planning, tax strategy, and portfolio management for mature and mid-career professionals and their families. The team of CFP® and tax professionals focuses on tax-efficient retirement income planning, estate and long-term care planning, and guidance on 401(k)s, stock options and RSUs. Custodied with Fidelity/NFS, and notable as the first NH investment advisor to earn B Corporation certification.

Team overview

52 AVG AGE
$49.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
4.7 yrs AVG TENURE
23 Employees
12 Advisory Reps
12 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Capital bridge Quantum summit Delta frontier

Client Personas

Meridian Insight Glacier peak

Custodian

Quantum element Timber Catalyst radial Pathway Delta

Investment Themes

Fusion Eagle vital Focus Bridge Element meridian Ember delta

Investment Vehicles

Meridian Pathway timber

Platform

Alpha oak

Services

Zenith Element vector North signal Beacon Alpha Focus Horizon timber Element optima Beacon pathway Catalyst North Momentum vertex Beacon quantum

Technology

Eagle Glacier delta Radial Legacy Delta prime Vital

Owner & Executives

KYLE CHRISTOPHER LABELLE

KYLE CHRISTOPHER LABELLE

Advisor, Manager

CRD
#7388659
Ownership
5% but less than 10%
(414) 761-1800
vertex.delta@harborcapital.com
in linkedin.com/in/oak-optima
JENNIFER LISE CLIMO

JENNIFER LISE CLIMO

Chief Compliance Officer, Chief Executive Officer, Manager, Senior Advisor

CRD
#4632920
Ownership
Less than 5%
(694) 640-2232
zenith.catalyst@ridgecapital.com
in linkedin.com/in/value-summit
M

Momentum summit

Signal north

CRD
#51236
Ownership
18.9%
(397) 462-8796
peak.glacier@legacycapital.com
in linkedin.com/in/horizon-vertex

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Contacts

C

Cameron Philip Barker

--

CRD
#7883919
(369) 468-2466
matrix.element@valuecapital.com
in linkedin.com/in/legacy-wave
Garrett J. Climo

Garrett J. Climo

Client Service Representative

CRD
#7732465
(713) 525-3508
atlas.oak@pioneercapital.com
in linkedin.com/in/element-summit
V

Value meridian

Wave momentum

CRD
#91487
(572) 227-7215
pathway.vertex@legacycapital.com
in linkedin.com/in/harbor-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-17-2022
11-09-2023
08-05-2024
02-14-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $590,290,410 $482,658
Non-Discretionary $0 --
Total $590,290,410 $482,658

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Separately Managed Accounts

Total SMA Asset: $590,290,410

$590.3M Total SMA
Public Funds:
32.7%
Equity - Exchange:
25.3%
Cash:
42.0%
Asset class Assets Assets %
Public Funds $1,036,112,544 32.7%
Equity - Exchange $801,640,592 25.3%
Cash $1,330,786,755 42.0%
Total $3,168,539,891 100.0%

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