Milestone Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,216,887
Clients
57
7% 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
57
HighAverage account size
$214,331
About
Milestone Wealth Strategies serves individuals, families, businesses and not‑for‑profit organizations with holistic financial planning and discretionary portfolio management. Its service menu includes written Investment Policy Statements, retirement and education planning, employer benefits optimization, and divorce financial planning.
The firm constructs individualized portfolios using mutual funds, ETFs, equities and fixed‑income securities and emphasizes principles of value, safety and quality with a focus on risk control to limit downside. Financial planning is delivered as a multiple‑meeting process that begins with a complimentary consultation, and the firm may engage third‑party sub‑advisors for portfolio management when appropriate.
Noteworthy aspects highlighted in the brochure include a formal specialization in divorce financial planning supported by a separate consulting business that the principal devotes a significant portion of time to. The firm also relies on a single custodial platform and describes educational outreach (seminars/workshops and attendance at conferences) and custodian‑provided practice support as part of its operating model, which the brochure notes can create potential operational or conflict‑of‑interest considerations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Divorce financial planning
Fee options
Financial planning flat fees ranging from $600 to $20,000 annually; negotiated fixed rates between $500 and $5,000 depending on complexity
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000+: 0.90%
$150 - $300 per hour with a minimum of $150 per hour
Portfolio management fees paid monthly or quarterly in advance; financial planning fees paid monthly or quarterly in advance
Fee-only: Financial planning fees charged on flat fee or hourly basis; no commissions accepted.
Main office location
Milestone Wealth Strategies
620 East Broad Street Suite J
Columbus OH 43215, United States
Number of offices
1
Most active in
Milestone Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Ohio
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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