Jamie Milne
Milne Financial Planning, Inc. · Winooski, Vermont
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.
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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 | $111.3M across 376 accounts |
| Credentials | BS · CDFA · CFP · MBA · CPA |
| SEC registration | Investment adviser representative in MA, NH, TX, VT · CRD 2358140 |
| Exams passed | Series 63 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | milnefeeonly.com |
How Jamie's firm compares
- Milne Financial Planning, Inc.'s average account is about $296,000, from its Form ADV (assets managed divided by 376 accounts).
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Questions about Jamie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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