Milestone Financial Planning, Llc
- Regulatory AUM
- $590M
- Discretionary
- $590M
- Clients
- 257
- Avg AUM / client
- $2.3M
- Accounts
- 1,223
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 77 | $48.0M | 8.13% |
| High net worth individuals | 180 | $540M | 91.5% |
| Charitable organizations | Fewer than 5 clients | $2.1M | 0.35% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Lise Climo | Manager, Chief Executive Officer And Chief Compliance Officer | CFP | Feb 2016 (11y) | 25% – 50% |
| Jonathan Christian Harrington | Manager | CFP | Aug 2016 (10y) | Less than 5% |
| Kathryn Karen Lund Wilde | Manager | CFP | Oct 2018 (8y) | Less than 5% |
| Wilde, Eric, Carl | Trustee | Oct 2018 (8y) | GP / trustee / elected manager of Kathryn K. Lund Family Trust (indirect) | |
| Rosa, Jane | Trustee | May 2024 (2y) | GP / trustee / elected manager of Granite Fields Revocable Trust (indirect) | |
| Jean Fullerton | Registered representative | CFP | Apr 2016 (10y) | |
| Kyle Christopher Labelle | Registered representative | CFP | Jul 2021 (5y) | |
| Steven Lee Jacobsmeier | Registered representative | CFP Chartered Financial Consultant | Feb 2023 (3y) | |
| Evan William Marquis | Registered representative | CFP | Jun 2023 (3y) | |
| Garrett J. Climo | Registered representative | CFP | Jun 2023 (3y) | |
| Kathryn Elizabeth Wiggins | Registered representative | Oct 2023 (3y) | ||
| Daniel Benjamin Koppel | Registered representative | CFP | Feb 2024 (3y) | |
| Cameron Philip Barker | Registered representative | CFP | Mar 2024 (2y) | |
| Cory Michael Sarkisian | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Granite Fields Revocable Trust | Member | May 2024 | A | 25% – 50% |
| Kathryn K. Lund Family Trust | Member | Oct 2018 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $578M (98% of AUM) Apr 2026
- TD Ameritrade $299M (78% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗