Jean Fullerton
Milestone Financial Planning · Bedford, New Hampshire
Jean Fullerton is a fee-only financial advisor at Milestone Financial Planning in Bedford, New Hampshire, who holds the CFP credential. Milestone Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Milestone Financial Planning |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $590.3M across 1,223 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH, TX · CRD 4754321 |
| Exams passed | Series 65 (2003) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | milestonefinancialplanning.com |
How Jean's firm compares
- Milestone Financial Planning's average account is about $483,000, from its Form ADV (assets managed divided by 1,223 accounts).
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Questions about Jean
Is Jean Fullerton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jean holds no broker registration, and Milestone Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jean charge for financial advice?
Jean's firm, Milestone Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jean Fullerton based?
Jean Fullerton is based in Bedford, New Hampshire.
What credentials does Jean Fullerton hold?
Jean Fullerton holds the CFP credential.
Is Jean Fullerton registered with the SEC?
Yes. Jean Fullerton is registered as an investment adviser representative in NH and TX (CRD 4754321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Financial Planning manage?
Milestone Financial Planning reports $590.3M across 1,223 accounts in assets under management.
How do I contact Jean Fullerton?
Through Jean's website, milestonefinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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