Milne Financial Planning, Inc.

Milne Financial Planning, Inc. (CRD# 116346) is a financial advisory firm headquartered in Saint Johnsbury, VT. They manage $83,394,541 in 327 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $255,029
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
The map below shows states where this firm has explicit registration only.

MA, 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

James Milne (CRD# 2358140) is an Investment Advisor Representative working at Milne Financial Planning, Inc. in Saint Johnsbury, VT and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.