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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MILESTONE FINANCIAL PLANNING, LLC

CRD 283439

BEDFORD, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fb0bbeb-0855-33e5-244a-c5e888652c8b

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 10
On other graphs: 0
Observed: Mar 31, 2016 to Apr 24, 2026
46 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $590MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $590M
Private client RAUM: $588MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $49.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 23
Advisory employees: 12
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,223
Individual clients: 77
High net worth clients: 180
Custody, client assets: $223M
SEC number: 801-107645
CRD: 283439
Filings on the tape: 46
First filed: Mar 31, 2016
Latest filed: Apr 24, 2026
Organised: Limited Liability Company, NH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JENNIFER LISE CLIMO	Certified Financial Planner	BEDFORD, NH \| YORK, ME	10	24	2	no
JEAN FULLERTON	Certified Financial Planner	BEDFORD, NH	10	23	2	no
Jonathan Christian Harrington	Certified Financial Planner	BEDFORD, NH \| Stratham, NH \| YORK, ME	10	10	n/a	no
KYLE CHRISTOPHER LABELLE	Certified Financial Planner	BEDFORD, NH	5	13	n/a	no
KATHRYN KAREN LUND-WILDE	Certified Financial Planner	WESTFORD, MA	4	37	2	no
STEVEN LEE JACOBSMEIER	Certified Financial Planner\|Chartered Financial Consultant	BEDFORD, NH \| YORK, ME	3	27	5	no
Evan William Marquis	Certified Financial Planner	Stratham, NH \| BEDFORD, NH \| YORK, ME	3	14	n/a	no
Garrett J. Climo	Certified Financial Planner	BEDFORD, NH	3	14	n/a	no
Kathryn Elizabeth Wiggins	n/a	BEDFORD, NH	2	13	n/a	no
DANIEL BENJAMIN KOPPEL	Certified Financial Planner	BEDFORD, NH	2	18	n/a	no
Cameron Philip Barker	Certified Financial Planner	Stratham, NH \| BEDFORD, NH \| YORK, ME	2	13	n/a	no
Cory Michael Sarkisian	n/a	BEDFORD, NH	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLIMO, JENNIFER, LISE	MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	C	yes	02/2016	Mar 31, 2016	Aug 5, 2024
GRANITE FIELDS REVOCABLE TRUST	Member	C	yes	05/2024	Jun 27, 2024	Aug 5, 2024
Harrington, Jonathan, Christian	Manager	Na	yes	01/2021	Feb 26, 2021	Aug 5, 2024
Harrington, Jonathan, Christian	Trustee	F	yes	05/2024	Feb 26, 2021	Aug 5, 2024
KATHRYN K. LUND FAMILY TRUST	Member	B	yes	10/2018	Jun 27, 2024	Aug 5, 2024
LUND-WILDE, KATHRYN, KAREN	Manager	Na	yes	12/2021	Feb 19, 2022	Aug 5, 2024
LUND-WILDE, KATHRYN, KAREN	Trustee	F	yes	10/2018	Feb 19, 2022	Aug 5, 2024
Rosa, Jane	Trustee	F	no	05/2024	Jun 27, 2024	Aug 5, 2024
WILDE, ERIC, CARL	Trustee	F	no	10/2018	Jun 27, 2024	Aug 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JENNIFER L CLIMO CPA PC	n/a	n/a	n/a	N	yes	n/a
KATHRYN K. LUND, CPA PC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Westford	Ma	United States	2	no
Peterborough	Nh	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$590M	$590M	23	12	4	n/a	n/a
2024	Feb 14, 2025	$487M	$487M	20	11	4	n/a	n/a
2023	Jan 31, 2024	$424M	$424M	16	10	4	n/a	n/a
2022	Feb 23, 2023	$353M	$353M	13	8	3	n/a	n/a
2021	Feb 19, 2022	$383M	$383M	12	7	3	n/a	n/a
2020	Feb 26, 2021	$246M	$246M	7	4	2	n/a	n/a
2019	Feb 29, 2020	$218M	$218M	6	4	1	n/a	n/a
2018	Feb 19, 2019	$183M	$183M	5	4	0	n/a	n/a
2017	Mar 7, 2018	$187M	$187M	5	3	0	n/a	n/a
2016	Feb 20, 2017	$157M	$157M	5	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$590M	$487M	21.3%	$353M	18.7%	23	20	4	4

Relationships

Registered with (15)

← Cory Michael SarkisianAdvisorregistration: current employment
May 6, 2026 to presentfactForm ADV
← Cameron Philip BarkerAdvisorregistration: current employment
Mar 28, 2024 to presentfactForm ADV
← DANIEL BENJAMIN KOPPELAdvisorregistration: current employment
Feb 5, 2024 to presentfactForm ADV
← Kathryn Elizabeth WigginsAdvisorregistration: current employment
Oct 20, 2023 to presentfactForm ADV
← Garrett J. ClimoAdvisorregistration: current employment
Jun 10, 2023 to presentfactForm ADV
← Evan William MarquisAdvisorregistration: current employment
Jun 7, 2023 to presentfactForm ADV
← STEVEN LEE JACOBSMEIERAdvisorregistration: current employment
Feb 23, 2023 to presentfactForm ADV
← KATHRYN KAREN LUND-WILDEAdvisorregistration: current employment
Oct 20, 2021 to presentfactForm ADV
← KYLE CHRISTOPHER LABELLEAdvisorregistration: current employment
Jul 7, 2021 to presentfactForm ADV
← Jonathan Christian HarringtonAdvisorregistration: current employment
Aug 29, 2016 to presentfactForm ADV
← JENNIFER LISE CLIMOAdvisorregistration: current employment
Apr 22, 2016 to presentfactForm ADV
← JEAN FULLERTONAdvisorregistration: current employment
Apr 22, 2016 to presentfactForm ADV
← Eric Ryan GregoryAdvisorregistration: previous registration
Jun 5, 2025 to Aug 25, 2025factForm ADV
← McKeea M FieldsAdvisorregistration: previous registration
Oct 10, 2022 to Aug 31, 2023factForm ADV
← NICHOLAS CONNOR PRIGITANOAdvisorregistration: previous registration
May 30, 2018 to Mar 16, 2023factForm ADV

Controls (5)

← CLIMO, JENNIFER, LISEOwnerMANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 31, 2016 to Aug 5, 2024factForm ADV
← LUND-WILDE, KATHRYN, KARENOwnerTRUSTEE, ownership code F, individual
Feb 19, 2022 to Aug 5, 2024factForm ADV
← Harrington, Jonathan, ChristianOwnerTRUSTEE, ownership code F, individual
Feb 26, 2021 to Aug 5, 2024factForm ADV
← GRANITE FIELDS REVOCABLE TRUSTOwnerMEMBER, ownership code C, domestic entity
Jun 27, 2024 to Aug 5, 2024factForm ADV
← KATHRYN K. LUND FAMILY TRUSTOwnerMEMBER, ownership code B, domestic entity
Jun 27, 2024 to Aug 5, 2024factForm ADV

Owns (2)

← Rosa, JaneOwnerTRUSTEE, ownership code F, individual
Jun 27, 2024 to Aug 5, 2024factForm ADV
← WILDE, ERIC, CARLOwnerTRUSTEE, ownership code F, individual
Jun 27, 2024 to Aug 5, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 25, 2025
Advisor changed firm
Eric Ryan Gregory left Milestone Financial Planning, Llc for Ballentine Partners (registered 2026-02-19)
Form ADVobserved 3 days ago
Occurred
Aug 31, 2023
Advisor changed firm
Mckeea M Fields left Milestone Financial Planning, Llc for Lpl Financial Llc (registered 2023-11-03)
Form ADVobserved 3 days ago
Occurred
Mar 16, 2023
Advisor changed firm
Nicholas Connor Prigitano left Milestone Financial Planning, Llc for Family Financial (registered 2023-09-13)
Form ADVobserved 3 days ago
Occurred
Feb 19, 2022
Regulatory AUM changed
Milestone Financial Planning, Llc reported RAUM $382.8M, up 55% from $246.2M (2022-01-02 to 2022-02-19)
Form ADVobserved 3 days ago
$137M
Occurred
Feb 19, 2022
Control person joined
Karen Kathryn Lund-Wilde (Manager) appeared on Schedule A of Milestone Financial Planning, Llc
Form ADVobserved 3 days ago
Occurred
Feb 19, 2022
Control person left
Jean Fullerton (Manager) no longer on Schedule A of Milestone Financial Planning, Llc (listed 2022-01-02, absent 2022-02-19)
Form ADVobserved 3 days ago
Occurred
Feb 26, 2021
Control person joined
Christian Jonathan Harrington (Manager) appeared on Schedule A of Milestone Financial Planning, Llc
Form ADVobserved 3 days ago
Occurred
Mar 31, 2016
First Form ADV filing
Milestone Financial Planning, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2016
Succession filed (Item 4)
Milestone Financial Planning, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Sep 15, 2026
Jonathan Christian Harrington added a ME registration at Milestone Financial Planning, Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fb0bbeb-0855-33e5-244a-c5e888652c8b
First observed: Mar 31, 2016
Last observed: Apr 24, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MILESTONE FINANCIAL PLANNING, LLC

CRD 283439

BEDFORD, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fb0bbeb-0855-33e5-244a-c5e888652c8b

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JENNIFER LISE CLIMO

Certified Financial Planner

BEDFORD, NH | YORK, ME

JEAN FULLERTON

Certified Financial Planner

BEDFORD, NH

Jonathan Christian Harrington

Certified Financial Planner

BEDFORD, NH | Stratham, NH | YORK, ME

n/a

KYLE CHRISTOPHER LABELLE

Certified Financial Planner

BEDFORD, NH

n/a

KATHRYN KAREN LUND-WILDE

Certified Financial Planner

WESTFORD, MA

STEVEN LEE JACOBSMEIER

Certified Financial Planner|Chartered Financial Consultant

BEDFORD, NH | YORK, ME

Evan William Marquis

Certified Financial Planner

Stratham, NH | BEDFORD, NH | YORK, ME

n/a

Garrett J. Climo

Certified Financial Planner

BEDFORD, NH

n/a

Kathryn Elizabeth Wiggins

n/a

BEDFORD, NH

n/a

DANIEL BENJAMIN KOPPEL

Certified Financial Planner

BEDFORD, NH

n/a

Cameron Philip Barker

Certified Financial Planner

Stratham, NH | BEDFORD, NH | YORK, ME

n/a

Cory Michael Sarkisian

n/a

BEDFORD, NH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLIMO, JENNIFER, LISE

MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

02/2016

Mar 31, 2016

Aug 5, 2024

GRANITE FIELDS REVOCABLE TRUST

Member

yes

05/2024

Jun 27, 2024

Aug 5, 2024

Harrington, Jonathan, Christian

Manager

yes

01/2021

Feb 26, 2021

Aug 5, 2024

Harrington, Jonathan, Christian

Trustee

yes

05/2024

Feb 26, 2021

Aug 5, 2024

KATHRYN K. LUND FAMILY TRUST

Member

yes

10/2018

Jun 27, 2024

Aug 5, 2024

LUND-WILDE, KATHRYN, KAREN

Manager

yes

12/2021

Feb 19, 2022

Aug 5, 2024

LUND-WILDE, KATHRYN, KAREN

Trustee

yes

10/2018

Feb 19, 2022

Aug 5, 2024

Rosa, Jane

Trustee

05/2024

Jun 27, 2024

Aug 5, 2024

WILDE, ERIC, CARL

Trustee

10/2018

Jun 27, 2024

Aug 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JENNIFER L CLIMO CPA PC

n/a

yes

n/a

KATHRYN K. LUND, CPA PC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Westford

United States

Peterborough

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$590M

n/a

2024

Feb 14, 2025

$487M

n/a

2023

Jan 31, 2024

$424M

n/a

2022

Feb 23, 2023

$353M

n/a

2021

Feb 19, 2022

$383M

n/a

2020

Feb 26, 2021

$246M

n/a

2019

Feb 29, 2020

$218M

n/a

2018

Feb 19, 2019

$183M

n/a

2017

Mar 7, 2018

$187M

n/a

2016

Feb 20, 2017

$157M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$590M

$487M

21.3%

$353M

18.7%