Fee-only adviser · Columbus, OH
Milestone Wealth Strategies
Milestone Wealth Strategies is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Columbus, Ohio. On its latest Form ADV, filed July 15, 2026, it reports $19M in regulatory assets under management, 68 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 306297 |
| Office | 620 East Broad Street - Suite J Columbus, OH 43215 |
| Phone | (614) 361-5559 |
| Website | www.milestonewealthstrat.com |
| Regulatory assets under management | $19M |
| Individual clients | 60 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbus
- Hamilton Capital $4.9B
- Asendo Wealth Advisory $867M
- Peak Retirement Planning, Inc. $903M
- Summit Financial Strategies Inc $2.3B
- The Joseph Group Capital Management $1.1B
- Strategic Planning, Inc. $377M
See all 47 fee-only advisers in Columbus →
Nearby
- Upper Arlington 4 firms
- Worthington 1 firm
- Dublin 21 firms
- Hilliard 2 firms
- Powell 3 firms
- Bexley 1 firm
- Lewis Center 1 firm
- Westerville 6 firms
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