James D. Milne
MILNE FINANCIAL PLANNING
Winooski, VT 05404
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CRD#: 2358140
Professional summary
James Douglas Milne, CFP®, who also goes by James D Milne, Jamie Milne, is a registered financial advisor currently at MILNE FINANCIAL PLANNING, INC. located in Winooski, Vermont.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. James has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.
Biography
Milne Financial planning is an independent, fee-only advisory practice that specializes in retirement planning. Working as a fiduciary, we guide those who are approaching retirement in making the right decisions when it comes to issues such as:
• Determining that you have enough money for retirement • Timing Social Security benefits • Verifying sustainable retirement spending • Discussing tax-efficient withdrawal strategies • Matching portfolio allocation with retirement needs and goals.
Jamie’s insights provide recommendations designed for each individual client and takes his fiduciary oath seriously. Beyond retirement planning, Jamie has been helping client’s make financial decisions since 1996. This includes but is not limited to topics such as divorce planning, education funding, and investments.
On his free time, Jamie enjoys tinkering on cars, water and snow skiing, road biking, and spending time with his family.
If you would like to learn more, please visit www.milnefeeonly.com or call us at (800) 360-0662.
Question & Answer
What are your service offerings?
Divorce Planning
Comprehensive Financial Planni...
Retirement Planning
Small Business Planning
Investment Planning
Do you have an area of expertise or specialization?
AUM
Divorce Planning
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
James D Milne | Jamie Milne
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I OWN RESIDENTIAL AND COMMERCIAL REAL ESTATE PROPERTIES IN WHICH I RECEIVE RENTAL INCOME AND ACCOUNTS FOR LESS THAN FIVE PERCENT OF MY TIME.
CRS (Client Relationship Summary) - RIA
Click below to view James Douglas Milne's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
June 15, 1995 - Present
MILNE FINANCIAL PLANNING, INC.
Office #1: 20 West Canal St Suite C13, Winooski, VT 05404Office #2: 20 W. Canal Street Suite C13, Winooski, VT 05404RIA
CRD#: 116346
Winooski, VT
Past
April 29, 1994 - January 15, 1996
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
June 14, 1993 - January 28, 1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
June 14, 1993 - January 28, 1994
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(8/15/2018)
IAR
New Hampshire(5/16/2000)
IAR
Texas(4/29/2008)
IAR
Vermont(6/15/1995)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MILNE FINANCIAL PLANNING, INC.
FINANCIAL GUIDANCE ASSOCIATES | MILNE FNANCIAL PLANNING, INC. | MILNE FINANCIAL PLANNING, INC.
CRD#: 116346 / SEC#:
Maine
Registered Investment Advisory firm - (11/21/2002 Terminated)Massachusetts
Registered Investment Advisory firm - (8/15/2018 Approved)New Hampshire
Registered Investment Advisory firm - (5/16/2000 Approved)Texas
Registered Investment Advisory firm - (4/14/2008 Conditional Restricted)Vermont
Registered Investment Advisory firm - (6/15/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
770 Railroad Street, Saint Johnsbury, VT 05819
Mailing Address
Po Box 134, West Danville, VT 05873
Phone number
(802) 249-7107
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 364 |
| AUM (Assets Under Management) | $ 96,663,263 |
Red Flags
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Company Information
MILNE FINANCIAL PLANNING, INC.
CRD#: 116346Winooski, VT 05404TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
