Milestone Money
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$56,005,642
Clients
47
62% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$1,191,609
About
Milestone Money provides wealth management to individuals, high‑net‑worth clients, and their trusts and estates, delivering discretionary investment management together with ongoing financial planning. The firm typically implements portfolios with mutual funds and ETFs and will also advise on individual bonds, certificates of deposit, structured products, insurance‑held assets and employer retirement plan options when appropriate.
Portfolio construction is guided by Modern Portfolio Theory and the Efficient Market Hypothesis, and the firm applies liability‑driven investing techniques to match income needs for clients approaching or in retirement. Milestone Money emphasizes integrating a written financial plan into investment decisions, discouraging standalone portfolio management and providing annual plan reviews and continual monitoring.
Distinctive aspects include a relatively concentrated client base managing roughly $56 million in AUM and a principal team whose professional credentials emphasize retirement, tax, and exit planning, including work with business owners. The firm maintains custodial relationships across Charles Schwab, Altruist and Betterment, uses standing letters of authorization and individual trade execution rather than block trading, and discloses a specific third‑party fee arrangement with a fund sponsor (YREFY) that could create a potential conflict of interest when that fund is recommended.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Wealth management
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Retired
Fee options
1.00% annually
Minimum fee: Fixed annual fee between $12,500 and $50,000, negotiable based on various factors
Main office location
Milestone Money
2000 N Racine Ave, Suite 2180
Chicago IL 60614, United States
Number of offices
1
Most active in
Milestone Money has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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.
Forms ADV
Quick links
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