SourcingSourcing

MILESTONE FINANCIAL PLANNING, LLC

C13
CRD 283439·SEC 801-107645·BEDFORD, NH
AUM
$590.3M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MILESTONE FINANCIAL PLANNING, LLC
CRD
283439
SEC file #
801-107645
EIN
—
DBA names
—

Economics

AUM
$590.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$182.9M → $590.3M▲ +223%
Client mix
Individuals High Net Worth180
Individuals Other77

Operations

Employees (total)
23
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
4 advisors → 12 advisors▲ +200%
Primary office
BEDFORD NH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
twitter.com/milestonefp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRANITE FIELDS REVOCABLE TRUST
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
GRANITE FIELDS REVOCABLE TRUST
JENNIFER L CLIMO CONTINUING
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
Fidelity4
Lpl Financial4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (14)

14
LABELLE, KYLE, CHRISTOPHER
IAR · Direct Owner · 7.5%
7388659
Harrington, Jonathan, Christian
IAR · Executive Officer · 2.5%
6700055
CLIMO, JENNIFER, LISE
IAR · Executive Officer · 2.5%
4632920
KATHRYN KAREN LUND-WILDE
IAR
5119699
Kathryn Elizabeth Wiggins
IAR
7815829
JEAN FULLERTON
IAR
4754321
Katherine Grace Soucie
IAR
8110222
Garrett J. Climo
IAR
7732465
Evan William Marquis
IAR
7758291
Cory Michael Sarkisian
IAR
8258926
DANIEL BENJAMIN KOPPEL
IAR
5449216
Seneca Kent Hillock-Lonstein
IAR
8245323
Cameron Philip Barker
IAR
7883919
STEVEN LEE JACOBSMEIER
IAR
3163147