Wealth Manager
    Manages Private Funds

    Milne Financial Planning, Inc.

    Registered investment advisor · Saint Johnsbury, Vermont · CRD #116346

    Assets Under Management
    $111M
    Client Accounts
    376
    Employees
    3
    CRD Number
    116346
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Milne Financial Planning, Inc.

    Milne Financial Planning, Inc. is a registered investment advisory firm headquartered in Saint Johnsbury, Vermont, managing approximately $111M in regulatory assets across 376 client accounts. The firm's full regulatory record is filed with the SEC under CRD #116346.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Milne Financial Planning, Inc.

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    Frequently Asked Questions

    What is Milne Financial Planning, Inc.'s AUM?

    Milne Financial Planning, Inc. reports approximately $111M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Milne Financial Planning, Inc. headquartered?

    Milne Financial Planning, Inc. is headquartered in Saint Johnsbury, Vermont.

    What is Milne Financial Planning, Inc.'s CRD number?

    Milne Financial Planning, Inc.'s CRD number is 116346. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Milne Financial Planning, Inc. manage?

    Milne Financial Planning, Inc. manages approximately 376 client accounts according to its latest SEC filing.

    Is Milne Financial Planning, Inc. SEC registered?

    Milne Financial Planning, Inc. is registered as a STATE investment adviser.

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