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MILNE FINANCIAL PLANNING, INC.

SAINT JOHNSBURY, VT · CRD 116346 · IAPD ↗ · milnefeeonly.com · 802-249-7107

$111.3MRegulatory AUM
1Advisory reps
3Employees
12Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — MILNE FINANCIAL PLANNING, INC. (SAINT JOHNSBURY, VT) is newly SEC-registered with $111.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.