MILNE FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$111,321,170
Discretionary
$108,044,211
Non-discretionary
$3,276,959
Firm details
- CRD number
- 116346
- SEC file number
- 801-137053
- Main office
- SAINT JOHNSBURY, VT, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.MILNEFEEONLY.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.