MILNE FINANCIAL PLANNING, INC.
MILNE FINANCIAL PLANNING, INC. of SAINT JOHNSBURY, VT is an SEC-registered investment adviser (CRD 116346). Regulatory assets under management: $111.3M.
Registration
- CRD: 116346
- SEC file number: 801-137053
- Type: Registered investment adviser
- 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 | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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