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MILNE FINANCIAL PLANNING, INC.
CRD 116346File 801-137053
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$111.3M
Bottom 25% of cohort (national)
Discretionary AUM
$108.0M
Non-discretionary $3.3M
Clients
119
376 accounts
Employees
3
Bottom 25% of cohort in VT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 10, 2026
- Principal office
- 770 RAILROAD STREET, SAINT JOHNSBURY, VT, 05819
- Phone
- 802-249-7107
- Website
- HTTP://WWW.MILNEFEEONLY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $111.3M
- Discretionary AUM
- $108.0M
- Non-discretionary AUM
- $3.3M
- Discretionary accounts
- 368
- Non-discretionary accounts
- 8
- Total accounts
- 376
- AUM per client
- $935K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.9M |
| High net worth individuals | 34 | $82.5M |
| Individuals (other than high net worth individuals) | 82 | $26.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.