Milestone Wealth

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Client assets under management

$218,552,680

Clients

226

30% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$967,047

About

Milestone Wealth is a SEC-registered advisory firm serving individuals (including high-net-worth clients) and business entities through a three-advisor team. The firm offers discretionary portfolio management, financial planning, and consulting services, and may recommend or engage third‑party sub‑advisers and insurance products as part of client solutions.

Portfolios are constructed from firm model portfolios or customized allocations and are monitored and rebalanced on an ongoing basis to reflect each client’s objectives and risk tolerance. The firm discloses use of tax-aware techniques such as direct indexing and says it employs AI‑based tools for analysis and meeting transcription (with an opt‑out available), both of which are identified in recent brochure updates addressing associated risks.

Compared with many similarly supported advisers, Milestone Wealth manages a relatively large asset base for a small team (about $221 million in client assets across roughly 226 clients) and has an integrated estate‑planning referral arrangement through the Wealth.com platform that is offered at no charge to clients with $2 million or more in firm assets. The firm’s advisers are also licensed to sell insurance and may receive commissions for those products, a relationship the brochure discloses and discusses as a potential conflict of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Financial consulting; asset monitoring for assets managed by sub-advisers

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning Long-term care insurance Disability insurance Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning services; negotiable depending on complexity. Also fixed fees for consulting services; 50% due at agreement execution, balance invoiced upon completion or quarterly for ongoing.

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Commissions

Investment advisor representatives are licensed as independent insurance agents and earn commissions for selling insurance products separately from advisory fees.

Other

Account minimum: $500,000

Main office location

Milestone Wealth

500 Red Banks Road, Suite D

Greenville NC 27858, United States

Number of offices

Most active in

Illinois · North Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 252-756-7005

Advisors at this firm

Christopher H

Series 65

Greenville, NC

Milestone Wealth

Christopher House is a financial advisor at Milestone Wealth with a Series 65 credential and one year of industry experience. Prior to joining Milestone Wealth, he worked at Edward Jones for three years and spent eleven years with Cru. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and business clients. The firm manages approximately $198 million across about 214 client relationships and uses tailored portfolios with in-house models and third-party sub-advisers, integrating broader planning services including estate and business planning.

Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning Long-term care insurance Disability insurance Retirement income strategy Founder/Business Owner Executive

David H

CFP®, Series 63, Series 65

Greenville, NC

Milestone Wealth

David Hunt is a CFP® with 37 years of industry experience, currently serving as an advisor at Milestone Wealth in Greenville, NC. He previously worked at Raymond James Financial Services from 2012 to 2018 before joining Milestone Wealth, where he has been since 2012. Outside of his advisory role, Hunt is an independent insurance agent and a member of an investment pool focused on startup companies. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and business clients. The firm manages approximately $198 million across 214 client relationships with a two-advisor team, utilizing tailored portfolios, third-party sub-advisers, and integrated estate and business planning tools.

Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning Long-term care insurance Disability insurance Retirement income strategy Founder/Business Owner Executive

Robert H

CFP®, Series 65

Greenville, NC

Milestone Wealth

Robert Hough is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Milestone Wealth since 2022 and previously held positions in the restaurant industry and education. Outside of his advisory role, he is also an independent insurance agent specializing in life and health insurance. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients as well as business entities. The firm manages approximately $198 million across about 214 client relationships, employing tailored portfolios primarily focused on mutual funds and ETFs, and offers integrated planning services including estate and business-related planning.

Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning Long-term care insurance Disability insurance Retirement income strategy Founder/Business Owner Executive

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