MILNE FINANCIAL PLANNING, INC.

Overview

Milne Financial Planning, Inc. is an independent, privately owned registered investment adviser that serves individual, family and small institutional clients. The firm’s client work centers on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing mixes percentage-of-assets fees with hourly and fixed-fee arrangements, reflecting a hybrid advisory model rather than a pure AUM-only practice. Milne does not identify as an ESG-driven manager, is not a multi-state adviser for regulatory purposes, and does not act as a capital allocator (it does not operate pooled investment vehicles). Services are delivered on both discretionary and non‑discretionary mandates, and the firm reports working with both individual/family and institutional account types.

Assets & Accounts

Investments & Alternatives