This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-05-2022
- Office Locations
- 1
Office Locations
About Milestone Money
Milestone Money is a retirement-management-focused advisory serving pre-retirees and retirees, helping clients map income through retirement with integrated investment management, proactive tax planning, and financial planning. The firm builds a Retirement Policy Statement and uses liability-matching, total-wealth asset allocation, and dynamic safe-withdrawal strategies, including guaranteed income solutions when appropriate. Led by CRPC/AIF Randy Dippell.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 47 clients, or 47 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Milestone Money's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Milestone Money record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM RANDLE DIPPELL
Chief Compliance Officer, Owner
- CRD
- #4527425
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,005,642 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,005,642 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Milestone Money has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.