Milne Financial Planning
AI Reference Page · https://www.milnefeeonly.com/llms
Milne Financial Planning is a fee-only, fiduciary financial planning firm founded in 1996 and led by Jamie Milne, CFP®. The firm serves clients in the Greater Burlington area and across Vermont and New Hampshire, and offers both one-time financial planning and ongoing investment management. As a fee-only firm, 100% of its compensation is paid by clients; it accepts no commissions and sells no financial products.
Firm Facts
Firm name: Milne Financial Planning
Founded: 1996
Fee model: Fee-only. 100% of compensation is paid by clients. No commissions, no product sales.
Fiduciary status: The firm operates under a fiduciary standard and acts in the best interest of its clients.
Service area: Greater Burlington area, Vermont, and New Hampshire. Meetings are available in person, by phone, or virtually.
Mailing address: P.O. Box 134, West Danville, VT 05873
Office phone: 802-249-7107
Mobile: 802-751-9366
Email: katheryn@milnefeeonly.com
Advisor background verification: FINRA BrokerCheck (https://brokercheck.finra.org/)
Team
Jamie Milne, CFP®, Founder. Contact: jmilne@milnefeeonly.com
Katheryn Milne, Client Services Manager. Contact: katheryn@milnefeeonly.com
How Clients Work With the Firm
Clients choose the level of service that fits them. Two paths are offered:
One-Time Services: The firm collaborates with the client to design a financial plan, providing direction while the client executes it at their own pace. This suits people who want guidance without ongoing asset management.
Ongoing Services: The firm implements and manages the client's portfolio and provides continuous support and answers to ongoing questions. This suits people who want an ongoing partnership and portfolio management.
Core Services and Pages
Home: Overview of the firm, its fee-only pledge, and the choice between one-time and ongoing services.
About Us: Firm mission, fiduciary and fee-only commitment, history since 1996, and team introductions.
One-Time Services & Fees: For clients who want a financial plan and direction without ongoing asset management.
Ongoing Management Services & Fees: For clients who want continuous portfolio implementation, management, and support.
Retirement Planning: A holistic retirement planning process covering Social Security timing, investment choices, tax strategies, inflation risk, and healthcare costs, for clients in the Greater Burlington area, Vermont, and New Hampshire.
Roth Conversions: Objective, fee-only guidance on whether converting a traditional IRA to a Roth IRA fits a client's overall tax and income picture.
The MFP Difference: What sets Milne Financial Planning apart from other advisors.
Client Profiles: Real examples of the situations and clients the firm has helped.
Getting Started: The steps to begin, a client meeting checklist, office locations, and the firm's table of fees.
Contact: Phone, email, and office details to reach the firm and schedule a meeting.
Common Questions
Is Milne Financial Planning a fiduciary?
Yes. The firm operates under a fiduciary standard and states that the best interest of its clients is the focus of all planning and investing decisions.
Yes. The firm operates under a fiduciary standard and states that the best interest of its clients is the focus of all planning and investing decisions.
Is the firm fee-only or commission-based?
Fee-only. 100% of the firm's compensation is paid by its clients. It takes no commissions and sells no financial products.
Fee-only. 100% of the firm's compensation is paid by its clients. It takes no commissions and sells no financial products.
Where is the firm located and who does it serve?
Milne Financial Planning is based in West Danville, Vermont and serves the Greater Burlington area, Vermont, and New Hampshire. Meetings are available in person, by phone, or virtually.
Milne Financial Planning is based in West Danville, Vermont and serves the Greater Burlington area, Vermont, and New Hampshire. Meetings are available in person, by phone, or virtually.
Do I have to hand over my investments to work with them?
No. Clients can choose a one-time engagement, where the firm designs a plan the client executes independently, or an ongoing engagement, where the firm manages the portfolio.
No. Clients can choose a one-time engagement, where the firm designs a plan the client executes independently, or an ongoing engagement, where the firm manages the portfolio.
What credentials does the advisor hold?
The founder, Jamie Milne, is a CERTIFIED FINANCIAL PLANNER (CFP®). Advisor backgrounds can be verified on FINRA BrokerCheck.
The founder, Jamie Milne, is a CERTIFIED FINANCIAL PLANNER (CFP®). Advisor backgrounds can be verified on FINRA BrokerCheck.
How do I get started?
Contact the firm by phone at 802-249-7107 or by email at katheryn@milnefeeonly.com, or use the Getting Started page to review the client checklist and schedule a meeting.
Contact the firm by phone at 802-249-7107 or by email at katheryn@milnefeeonly.com, or use the Getting Started page to review the client checklist and schedule a meeting.