Data / Investment advisers / Vermont / Milne Financial Planning, Inc.
Milne Financial Planning, Inc., Saint Johnsbury, VT: $111 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Milne Financial Planning, Inc. is an SEC registered investment adviser with its main office in Saint Johnsbury, Vermont and reports $111 million in regulatory assets under management in its Form ADV filed July 13, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Milne Financial Planning, Inc. (CRD number 116346): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116346
- SEC file number
- 801-137053
- SEC status
- Approved, effective August 10, 2026
- Main office
- 770 Railroad Street, Saint Johnsbury, VT 05819
- Phone
- (802) 249-7107
- Website
- milnefeeonly.com
- Regulatory AUM
- $111,321,170 in the Form ADV filed July 13, 2026
- Discretionary AUM
- $108,044,211
- Non discretionary AUM
- $3,276,959
- Accounts
- 376
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $82.5 million |
| Individuals (other than high net worth individuals) | 82 | $26.9 million |
| Charitable organizations | 3 | $1.9 million |
Other advisers in Vermont
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Williams Financial, LLC | North Bennington | $209.9 million | Not listed | adviserinfo.sec.gov |
| DWV Advisors, LLC | Essex Junction | $156.6 million | Not listed | adviserinfo.sec.gov |
| Poulos Advisors, Inc. | South Burlington | $150.4 million | Not listed | adviserinfo.sec.gov |
| 44 North Capital, LLC | Burlington | $125.1 million | Not listed | adviserinfo.sec.gov |
| Quantum Leap Capital, LLC | South Burlington | $120.5 million | 1 | adviserinfo.sec.gov |
| Equinox Financial Advisors, Inc. | Manchester Center | $110.9 million | Not listed | adviserinfo.sec.gov |
| Stage 2 Planning Partners LLC | S Burlington | $106.5 million | Not listed | adviserinfo.sec.gov |
| Gaingels Ventures LLC | Burlington | Not listed | 734 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vermont
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Milne Financial Planning, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.