Milestone Financial Planning, LLC

Overview

Milestone Financial Planning, LLC is an SEC registered investment adviser based in Bedford, NH, registered since 2016. It reports $59M in assets under management across 1,223 accounts, with 23 employees. It has 12 investment adviser representatives.

Reported AUM

$59M

Discretionary

100%

Accounts

1,223

Average account

$483K

Employees

23

Advisory reps

12

Registered since

2016

Jurisdictions

14

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Jennifer Lise Climo Manager, Chief Executive Officer, Chief Compliance Officer CRD 4632920
• Jonathan Christian Harrington Manager CRD 6700055
• Kyle Christopher Labelle Manager CRD 7388659

Advisory reps 3 of 12

• Cameron Philip Barker Investment Adviser Rep CRD 7883919
• Garrett J Climo Investment Adviser Rep CRD 7732465
• Jennifer Lise Climo Investment Adviser Rep CRD 4632920

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3 Executive Park Dr Ste 200
Bedford, NH 03110

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: milestonefinancialplanning.com

Every state, with registration dates

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