Milestones Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Milestones Financial serves individual and family clients with financial planning and investment recommendations delivered through flat‑fee planning engagements and separately billed hourly advising. The firm is fee‑only and does not provide discretionary investment management, accept custody of client assets, or maintain assets under management.
The firm gathers detailed client financial information, goals, and a risk profile to produce written recommendations and uses an asset‑class based approach informed by modern portfolio theory in its investment analysis. Reviews and follow‑up work are provided only upon client request and are billed separately; Milestones will assist with trade execution or rebalancing only with the client’s active participation and under a billed engagement.
What distinguishes Milestones from many peers is its reliance on flat fees and hourly billing rather than percentage‑of‑AUM compensation, and its participation in FinancialPoint’s Beneficial Financial Counseling Service, under which VA‑sponsored referrals have planning services paid by FinancialPoint. The firm’s advisory personnel hold CFP® and Enrolled Agent credentials and the practice uses a multi‑tiered planning structure that scales by complexity while not acting as an asset manager or custodian.
Client services
Financial planning
Expertise
General tax planning
Retirement income strategy
Annuities
Business sale tax planning
Occupation focus
Military & Veterans
Fee options
Flat fee financial planning services with fee ranges by complexity levels: Level 1: $2,490-$4,980; Level 2: $3,735-$7,470; Level 3: $3,735-$7,470; Level 4: $6,225-$9,960; Level 5: $9,960 or more
$249 per hour for Hourly Financial Advising Services; $200 per hour for Hourly Financial Planning Services through FinancialPoint®
Fee-only: Flat fee financial planning services ranging from $2,490 to $9,960 or more depending on complexity; Hourly financial advising services at $249 per hour; Hourly financial planning services for FinancialPoint® at $200 per hour
Main office location
Milestones Financial
Columbus OH, United States
Number of offices
1
Most active in
Milestones Financial 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:
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")