Milestone Financial Planning, LLC

Milestone Financial Planning, LLC (CRD# 117595) is a financial advisory firm headquartered in Bedford, NH. They manage $145,653,081 in 595 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $244,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, ME, NH, TX

Financial Advisors at Milestone Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer L. Davidson
CRD#: 4632920
Dunstable, MA
96
Wealthminder
score

Jennifer Davidson (CRD# 4632920) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Dunstable, MA and has over 15 years of experience in the finance industry. Jennifer Davidson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jean Fullerton
CRD#: 4754321
2 Commerce Drive, Bedford, NH 03110
96
Wealthminder
score

Jean Fullerton (CRD# 4754321) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has over 14 years of experience in the finance industry. Jean Fullerton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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