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Jean Fullerton

We are with you for every milestone in your financial life.

Milestone Financial Planning, LLC



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Advisor Services

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Funds Used With Clients

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Firm Client types

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No timeline events available.
Employer Years Dates
Milestone Financial Planning, LLC (Formerly Wjm Financial, LLC) 11 years Jan 2009 - Present
Lodestone Financial Planning 6 years, 7 months Mar 2004 - Oct 2010

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • National Association of Tax Professionals
    National Association of Tax Professionals
    The National Association of Tax Professionals (NATP) is a nonprofit professional association founded in 1979 to serve professionals working in all areas of tax practice through professional education, tax research, and products. NATP is the largest organization dedicated 100% to tax professionals and their success.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Jean Fullerton

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Ask a financial questionAsk a question
What do I need to do to converge my late husband’s IRA into mine?
If you were listed at the sole primary beneficiary on your husband's IRA account you should be able to contact your adviser and/or account custodian and have them send you the forms to rollover his account into yours. If you are over 70.5 note that you will need to take out a larger distribution fr...  (more)
Answered Jul 2018
My brother died, I'm sole beneficiary for a retirement account like 401k. Can I share funds to my siblings w/o penalty?
You will owe tax, at your income tax rate, when you withdraw money from the account. Contact the company where your bother worked, or the custodian that holds the 401k to see what your options and requirements are for the account....  (more)
Answered Jul 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Oct 22, 2018
    • license status
      Not registered
    • disclosures
    • as of date
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


    Milestone Financial Planning, LLC

    Last updated on July 24, 2019
      • $182.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 585
      • $312.6K
        Estimated Average Account Balance


    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees