MILESTONE FINANCIAL PLANNING, LLC
CRD #283439 SEC #801-107645 BEDFORD, NH 603-589-8010
SEC Registered
Total AUM
$486.7M
Discretionary
$486.7M
Employees
20
Clients
101
Accounts
1,035
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $486.7M | $486.7M | $0 | 20 | 0 |
| Aug 2024 | $423.9M | $423.9M | $0 | 16 | 0 |
| Jun 2024 | $423.9M | $423.9M | $0 | 16 | 0 |
| Jun 2024 | $423.9M | $423.9M | $0 | 16 | 0 |
| May 2024 | $423.9M | $423.9M | $0 | 16 | 0 |
| Jan 2024 | $423.9M | $423.9M | $0 | 16 | 0 |
| Nov 2023 | $353.4M | $353.4M | $0 | 13 | 0 |
| Oct 2023 | $353.4M | $353.4M | $0 | 13 | 0 |
| Oct 2023 | $353.4M | $353.4M | $0 | 13 | 0 |
| May 2023 | $353.4M | $353.4M | $0 | 13 | 0 |
| Apr 2023 | $353.4M | $353.4M | $0 | 13 | 0 |
| Feb 2023 | $353.4M | $353.4M | $0 | 13 | 0 |
| Nov 2022 | $382.8M | $382.8M | $0 | 12 | 0 |
| Oct 2022 | $382.8M | $382.8M | $0 | 12 | 0 |
| Oct 2022 | $382.8M | $382.8M | $0 | 12 | 0 |
| Oct 2022 | $382.8M | $382.8M | $0 | 12 | 0 |
| May 2022 | $382.8M | $382.8M | $0 | 12 | 0 |
| Feb 2022 | $382.8M | $382.8M | $0 | 12 | 0 |
| Jan 2022 | $246.2M | $246.2M | $0 | 7 | 0 |
| Oct 2021 | $246.2M | $246.2M | $0 | 7 | 0 |
| Oct 2021 | $246.2M | $246.2M | $0 | 7 | 0 |
| Jul 2021 | $246.2M | $246.2M | $0 | 7 | 0 |
| Feb 2021 | $246.2M | $246.2M | $0 | 7 | 0 |
| Jan 2021 | $218.1M | $218.1M | $0 | 6 | 0 |
| Nov 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Jul 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Jun 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Apr 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Feb 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Oct 2019 | $182.9M | $182.9M | $0 | 5 | 0 |
| Jul 2019 | $182.9M | $182.9M | $0 | 5 | 0 |
| Apr 2019 | $182.9M | $182.9M | $0 | 5 | 0 |
| Feb 2019 | $182.9M | $182.9M | $0 | 5 | 0 |
| Jun 2018 | $186.6M | $186.6M | $0 | 5 | 0 |
| Mar 2018 | $186.6M | $186.6M | $0 | 5 | 0 |
| Sep 2017 | $157.1M | $157.1M | $0 | 5 | 200 |
| Feb 2017 | $157.1M | $157.1M | $0 | 5 | 200 |
| Feb 2017 | $157.1M | $157.1M | $0 | 5 | 200 |
| Oct 2016 | $145.7M | $145.7M | $0 | 3 | 200 |
| Oct 2016 | $145.7M | $145.7M | $0 | 3 | 200 |
| Sep 2016 | $145.7M | $145.7M | $0 | 3 | 200 |
| Mar 2016 | $145.7M | $145.7M | $0 | 2 | 200 |
DateFeb 2025
Total AUM$486.7M
Discretionary$486.7M
Non-Disc.$0
Employees20
Clients0
DateAug 2024
Total AUM$423.9M
Discretionary$423.9M
Non-Disc.$0
Employees16
Clients0
DateJun 2024
Total AUM$423.9M
Discretionary$423.9M
Non-Disc.$0
Employees16
Clients0
DateJun 2024
Total AUM$423.9M
Discretionary$423.9M
Non-Disc.$0
Employees16
Clients0
DateMay 2024
Total AUM$423.9M
Discretionary$423.9M
Non-Disc.$0
Employees16
Clients0
DateJan 2024
Total AUM$423.9M
Discretionary$423.9M
Non-Disc.$0
Employees16
Clients0
DateNov 2023
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees13
Clients0
DateOct 2023
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees13
Clients0
DateOct 2023
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees13
Clients0
DateMay 2023
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees13
Clients0
DateFeb 2023
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees13
Clients0
DateNov 2022
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees12
Clients0
DateOct 2022
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees12
Clients0
DateOct 2022
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees12
Clients0
DateOct 2022
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees12
Clients0
DateMay 2022
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees12
Clients0
DateFeb 2022
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees12
Clients0
DateJan 2022
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$182.9M
Discretionary$182.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$182.9M
Discretionary$182.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$182.9M
Discretionary$182.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$182.9M
Discretionary$182.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees5
Clients200
DateFeb 2017
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees5
Clients200
DateFeb 2017
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees5
Clients200
DateOct 2016
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees3
Clients200
DateOct 2016
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees3
Clients200
DateSep 2016
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees2
Clients200