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Milestone Wealth Management & Insurance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,185,000
Clients
6
0% high-net worth
Advisors
1
of 1 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
6
Very LowAverage account size
$364,167
About
Milestone Wealth Management & Insurance provides investment management and a range of financial planning services to individuals (including high‑net‑worth clients) and to employer plan sponsors. Offerings include portfolio management, project and ongoing financial planning, equity‑compensation analysis, employee benefit plan consulting, and advisory insurance products such as fee‑based annuities.
The firm primarily implements passive portfolios informed by Modern Portfolio Theory and typically uses low‑cost index mutual funds and ETFs, while also employing fundamental, technical, charting and cyclical analysis to inform recommendations. Uncommonly for peers, most client accounts are managed on a non‑discretionary basis, so the firm requires client authorization before executing trades.
Milestone is a single‑advisor practice with roughly six clients and about $2.185 million in assets under management, reflecting a small‑scale, individualized advisory model. The firm also offers public educational seminars and speaking engagements (sometimes provided pro‑bono) and provides employer plan and insurance‑related advisory services while maintaining a fee‑based approach to insurance products.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
$0 - $250,000: 1.50% $250,001 - $2,000,000: 1.00% $2,000,001+: 0.80%
Financial Planning hourly rate of $150 per hour, negotiable in some cases.
Ongoing Comprehensive Financial Planning fees paid quarterly in advance, $250 - $2,500 per quarter ($1,000 - $10,000 annually), negotiable.
Account minimum: $250,000 Minimum fee: Initial setup charge of $395 for Investment Management Services, negotiable or waivable; upfront charge of $250 - $2,500 for Ongoing Comprehensive Financial Planning; Project-Based Financial Planning fees range $500 to $10,000 with half due upfront. Fee-only: Financial Planning hourly rate $150 per hour, negotiable in some cases.
Main office location
Milestone Wealth Management & Insurance, LLC
Honolulu HI, United States
Number of offices
1
Most active in
Milestone Wealth Management & Insurance, LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii
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
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