Milne Financial Planning, Inc.

Milne Financial Planning, Inc. (CRD# 116346) is a financial advisory firm headquartered in Saint Johnsbury, VT. They manage $48,800,000 in 372 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $131,183
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, TX, VT

Financial Advisors at Milne Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James D. Milne
CRD#: 2358140
770 Railroad Street, Saint Johnsbury, VT 05819
89
Wealthminder
score

James Milne (CRD# 2358140) is an Investment Advisor Representative working at Milne Financial Planning, Inc. in Saint Johnsbury, VT and has over 23 years of experience in the finance industry. James Milne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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