# MILNE FINANCIAL PLANNING, INC.

MILNE FINANCIAL PLANNING, INC. of SAINT JOHNSBURY, VT is an SEC-registered investment adviser.

## Registration

- CRD: 116346
- Type: SEC-registered investment adviser
- SEC file number: 801-137053
- Location: 770 RAILROAD STREET, SAINT JOHNSBURY, VT, 05819
- Phone: 802-249-7107
- Latest filing: 2026-07-13
- Regulatory AUM: $111.3M
- Discretionary AUM: $108.0M
- Non-discretionary AUM: $3.3M
- Clients: 3
- Accounts: 376

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [James Douglas Milne](https://search.stillhousedata.com/person/1687013) | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116346/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116346/similar
- Related entities: https://search.stillhousedata.com/firm/116346/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116346

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.