MILESTONE FINANCIAL PLANNING, LLC

3 Executive Park Drive
Suite 200
Bedford, New Hampshire 03110
Tel: 603-589-8010

About MILESTONE FINANCIAL PLANNING, LLC

MILESTONE FINANCIAL PLANNING, LLC, formally registered with the SEC as MILESTONE FINANCIAL PLANNING, LLC. The firm was established in 04/22/2016. They have over 5 offices throughout the country.

MILESTONE FINANCIAL PLANNING, LLC is a Bedford, New Hampshire based Financial Planning firm with nearly $486,717,369 assets under management, offering retirement planning & investment advisory services to 1035 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283439
SEC#	801-107645
Assets Managed by Firm	$486,717,369
No. of Clients	1035
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1035	$486,717,369
Individuals (other than high net worth individuals)	76	$43,122,713
High net worth individuals	166	$441,694,399
Charitable organizations	Fewer than 5 clients	$1,900,257

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GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
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