Milne Financial Planning, Inc.
Firm details
- Headquarters
- Saint Johnsbury, Vermont
- CRD number
- 116346
- Website
- milnefeeonly.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.11%
- Individuals24.14%
- Charitable Organizations1.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Milne Financial Planning, Inc. is an independent RIA operating as a corporation with an individual owner. The firm serves both individual/family clients and institutional or small-business clients, focusing on financial planning and portfolio management for those segments. Its fee arrangements are flexible: it charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Milne does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities10%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1
James Milne
FounderCRD 2358140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Johnsbury, VT
Caledonia
Location
Saint Johnsbury, VT
Headquartered in Saint Johnsbury, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- Caledonia
- Address
- 770 Railroad St
- Time zone
- ET (UTC-5)
- Office locations
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