# MILESTONE FINANCIAL PLANNING, LLC

MILESTONE FINANCIAL PLANNING, LLC of BEDFORD, NH is an SEC-registered investment adviser.

## Registration

- CRD: 283439
- Type: SEC-registered investment adviser
- SEC file number: 801-107645
- Location: 3 EXECUTIVE PARK DRIVE, SUITE 200, BEDFORD, NH, 03110
- Phone: 603-589-8010
- Latest filing: 2026-04-24
- Regulatory AUM: $590.3M
- Discretionary AUM: $590.3M
- Clients: 23
- Accounts: 1,223

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Lise Climo | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Jonathan Christian Harrington | MANAGER; TRUSTEE | — |
| Jane Rosa | TRUSTEE | — |
| Kyle Christopher Labelle | MANAGER | — |
| FULLERTON JEAN | MANAGER | — |
| DAVIDSON JENNIFER LISE | MANAGER, CHIEF COMPLIANCE OFFICER | — |
| CLIMO JENNIFER LISE | MANAGER, CHIEF COMPLIANCE OFFICER; MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Harrington Jonathan Christian | MANAGER; TRUSTEE | — |
| LUND-WILDE KATHRYN KAREN | MANAGER; TRUSTEE | — |
| Rosa Jane | TRUSTEE | — |
| Wilde Eric | TRUSTEE | — |
| WILDE ERIC CARL | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283439/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283439/similar
- Related entities: https://search.stillhousedata.com/firm/283439/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283439

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.