Milestone Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,300,000
Total clients
137
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
137
Average account size
$133,577
About
Milestone Advisory Group is an independent registered investment adviser managing about $18.3 million for roughly 137 clients. The firm provides discretionary and non‑discretionary portfolio management, comprehensive single‑and ongoing financial planning, and ERISA retirement‑plan services including limited 3(21) fiduciary support and pension consulting.
The firm’s investment process relies on fundamental analysis and can deploy third‑party managers, sub‑advisors and a co‑advisor model to implement strategies; it also may use derivatives and borrowing within separately managed account mandates when deemed appropriate, practices that are uncommon among peers. Alongside investment management, the firm offers client services focused on non‑HNW households such as student loan planning and college pre‑approval planning, and it conducts public educational seminars and workshops.
Distinctive features include the combination of ERISA/pension consulting with the capacity to use leverage and derivatives in SMAs, a mix that is statistically rare for similarly sized independent advisers. The firm discloses additional revenue relationships — including licensed insurance activities and precious‑metal solicitation tied to the principal — and identifies procedures and disclosures it uses to manage those potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Financial planning fees up to $4,500 depending on complexity; single consultation fees range approximately from $500 to $2,500 depending on service; ongoing consultations up to $4,500 annually with monthly payments available.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Milestone Advisory Group, LLC
Washington IL, United States
Number of offices
1
Forms ADV
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