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MILNE FINANCIAL PLANNING, INC.
CRD 116346
770 RAILROAD STREET, SAINT JOHNSBURY, VT, 05819, United States
Phone
802-249-7107
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$111.3M
Discretionary AUM
$108.0M
Team
3 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $26.9M |
| High net worth individuals | 34 | $82.5M |
| Charitable organizations | 3 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD