{"url":"https://nivawealth.com/firms/milestone-financial-planning-283439","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283439","regulatoryAum":590290410,"crd":"283439","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7883919","suffix":null,"lastName":"Barker","firstName":"Cameron","middleName":"Philip"},{"crd":"7732465","suffix":null,"lastName":"Climo","firstName":"Garrett","middleName":"J."},{"crd":"4632920","suffix":null,"lastName":"CLIMO","firstName":"JENNIFER","middleName":"LISE"},{"crd":"4754321","suffix":null,"lastName":"FULLERTON","firstName":"JEAN","middleName":null},{"crd":"6700055","suffix":null,"lastName":"Harrington","firstName":"Jonathan","middleName":"Christian"},{"crd":"3163147","suffix":null,"lastName":"JACOBSMEIER","firstName":"STEVEN","middleName":"LEE"},{"crd":"5449216","suffix":null,"lastName":"KOPPEL","firstName":"DANIEL","middleName":"BENJAMIN"},{"crd":"7388659","suffix":null,"lastName":"LABELLE","firstName":"KYLE","middleName":"CHRISTOPHER"},{"crd":"5119699","suffix":null,"lastName":"LUND-WILDE","firstName":"KATHRYN","middleName":"KAREN"},{"crd":"7758291","suffix":null,"lastName":"Marquis","firstName":"Evan","middleName":"William"},{"crd":"8258926","suffix":null,"lastName":"Sarkisian","firstName":"Cory","middleName":"Michael"},{"crd":"7815829","suffix":null,"lastName":"Wiggins","firstName":"Kathryn","middleName":"Elizabeth"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-08","regulatoryAum":246184338,"clients":162,"employees":7,"offices":3},{"filedOn":"2022-05-18","regulatoryAum":382780986,"clients":222,"employees":12,"offices":4},{"filedOn":"2023-05-10","regulatoryAum":353363992,"clients":223,"employees":13,"offices":4},{"filedOn":"2024-06-28","regulatoryAum":423891386,"clients":226,"employees":16,"offices":5},{"filedOn":"2025-02-14","regulatoryAum":486717369,"clients":242,"employees":20,"offices":5},{"filedOn":"2026-04-24","regulatoryAum":590290410,"clients":257,"employees":23,"offices":5}],"secFileNumber":"801-107645","legalName":"Milestone Financial Planning, LLC","displayName":"Milestone Financial Planning","slug":"milestone-financial-planning-283439","website":"https://milestonefinancialplanning.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/283439/528b1438073fcef0-r1.webp","tone":"light","width":924,"height":200,"sourceUrl":"https://milestonefinancialplanning.com","sourceLabel":"Milestone Financial Planning, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/27204866/","xUrl":"https://twitter.com/milestonefp","founded":null,"organization":"New Hampshire limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3 Executive Park Drive, Suite 200","city":"Bedford","state":"NH","stateName":"New Hampshire","country":"United 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services.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042662","versionId":1042662,"submittedOn":"2026-04-24","documentName":"MILESTONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:12:31.926847+00:00","documents":[{"name":"MILESTONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042662","versionId":1042662,"submittedOn":"2026-04-24"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":578310213}],"custodyNote":"Milestone Financial Planning has custody of $223M for 127 clients.","otherCustodians":[],"leadership":[{"name":"Jennifer Climo","title":"Manager, Chief Executive Officer and Chief Compliance Officer","crd":"4632920"},{"name":"Jonathan Harrington","title":"Manager","crd":"6700055"},{"name":"Kyle Labelle","title":"Manager","crd":"7388659"}],"ownership":[{"label":"Granite Fields Revocable Trust","detail":"Member in the 25% to 50% ownership band and a control person, since May 2024."},{"label":"Jennifer L Climo Continuing Trust","detail":"Member in the 25% to 50% ownership band and a control person, since December 2024."},{"label":"Jennifer L Climo Continuing","detail":"Member in the 25% to 50% ownership band and a control person, since December 2024."},{"label":"Kyle Labelle","detail":"Manager in the 5% to 10% ownership band and a control person, since January 2025."},{"label":"Jonathan Harrington","detail":"Indirect owner: trustee of Granite Fields Revocable Trust and a control person, since May 2024.","parent":"Granite Fields Revocable Trust"},{"label":"Jane Rosa","detail":"Indirect owner: trustee of Granite Fields Revocable Trust, since May 2024.","parent":"Granite Fields Revocable Trust"},{"label":"Jennifer Climo","detail":"Indirect owner: trustee of Jennifer L Climo Continuing Trust and a control person, since December 2024.","parent":"Jennifer L Climo Continuing Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":1},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":4,"addresses":[{"street":"3 Executive Park Drive, Suite 200","city":"Bedford","headquarters":true},{"street":"1 Tara BLVD","city":"Nashua"},{"street":"20 Depot Street","city":"Peterborough"},{"street":"7b Emery Lane","city":"Stratham"}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-589-8010","stateRegisteredReps":12,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning 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Financial Planning has 257 clients and manages $590 million for them, as of April 2026. They include 180 high-net-worth individuals and 77 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Milestone Financial Planning offer?","answer":"Milestone Financial Planning provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Milestone Financial Planning charge?","answer":"Milestone Financial Planning charges 0.30%–1.00% a year for its Financial Management Service. Each asset band is charged at its own rate. The fee is billed in arrears and has a $10,000 annual minimum.","source":"MILESTONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 24 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Milestone Financial Planning use?","answer":"Milestone Financial Planning’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $578M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Milestone Financial Planning have?","answer":"Milestone Financial Planning has 12 investment adviser representatives registered with state securities authorities, out of 23 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Milestone Financial Planning invest in?","answer":"At the end of its last fiscal year, Milestone Financial Planning’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Milestone Financial Planning?","answer":"Milestone Financial Planning’s direct owners are Granite Fields Revocable Trust, Jennifer L Climo Continuing Trust, Jennifer L Climo Continuing and Kyle Labelle, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Milestone Financial Planning get paid?","answer":"Milestone Financial Planning is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Milestone Financial Planning?","answer":"Milestone Financial Planning’s main office is at 3 Executive Park Drive, Suite 200, Bedford, NH 03110. Its phone number is 603-589-8010. Its website is milestonefinancialplanning.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}