Northeast Planning Associates
45yrs
Top advisor by experience in Bedford
23yrs
Jean Fullerton
Financial advisor at Milestone Financial Planning
Based in Bedford, New Hampshire, Jean Fullerton is a fiduciary financial advisor with 23 years of industry experience. Jean has been with Milestone Financial Planning since 2009; before that, Jean spent seven years at Lodestone Financial Planning. Jean holds the CFP® designation.
One of 248 advisors with offices in Bedford, and one of 220 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 25% by experience at Milestone Financial Planning
Office3 Executive Park Drive Suite 200, Bedford, NH 03110
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.29 million
Advisors at the firm12
States licensed ?1 state
Services through Milestone Financial Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2009 – nowMilestone Financial Planning, LLCCurrent
- 2004 – 2010Lodestone Financial PlanningPreviously
Contact Jean
(603) 589-8010Milestone Financial Planning main office 3 Executive Park Drive Suite 200Bedford, NH 03110Office · Get directions X (Twitter) pageMilestone Financial Planning
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Questions to ask Jean
Tailored to Jean’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jean
How do I contact Jean?
Call Milestone Financial Planning at (603) 589-8010 and ask for Jean Fullerton. Jean works from the Bedford, NH office.
How long has Jean been a financial advisor?
Jean has been in the industry since 2003, about 23 years. Top 25% by experience at Milestone Financial Planning.
What licenses does Jean hold?
Series 65. Tap any license on this page to see what it allows.
Is Jean a fiduciary?
Jean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jean paid?
Milestone Financial Planning reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jean for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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