# Jamie Milne

> Jamie Milne is a fee-only financial advisor at Milne Financial Planning, Inc. in Winooski, Vermont, who holds the BS, CDFA and CFP credentials. Milne Financial Planning, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jamie-milne/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Milne Financial Planning, Inc.
- **Based in:** Winooski, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $111.3M across 376 accounts
- **Credentials:** BS, CDFA, CFP, MBA, CPA
- **CRD:** 2358140 (https://adviserinfo.sec.gov/individual/summary/2358140)
- **SEC registration:** Investment adviser representative in MA, NH, TX, VT
- **Exams passed:** Series 63 (1993)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://milnefeeonly.com

## Frequently asked questions

### Is Jamie Milne a fee-only financial advisor?

Yes. Jamie Milne is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jamie's firm.

### How does Jamie charge for financial advice?

Jamie's firm, Milne Financial Planning, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jamie Milne based?

Jamie Milne is based in Winooski, Vermont.

### What credentials does Jamie Milne hold?

Jamie Milne holds the BS, CDFA, CFP, MBA and CPA credentials.

### Is Jamie Milne registered with the SEC?

Yes. Jamie Milne is registered as an investment adviser representative in MA, NH, TX and VT (CRD 2358140), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Milne Financial Planning, Inc. manage?

Milne Financial Planning, Inc. reports $111.3M across 376 accounts in assets under management.

### How do I contact Jamie Milne?

Through Jamie's website, milnefeeonly.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4699): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.