Milne Financial Planning, Inc.
Winooski, Vermont
Fee-only
Milne Financial Planning, Inc. at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 116 individual clients, 34 of them high net worth.
- Its average account is about $296,000 (assets it manages divided by its 376 accounts).
Facts
| Based in | Winooski, Vermont |
|---|---|
| Website | milnefeeonly.com |
| [email protected] | |
| Phone | (802) 476-0602 |
Questions about Milne Financial Planning, Inc.
How is Milne Financial Planning, Inc. paid?
Milne Financial Planning, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Milne Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Milne Financial Planning, Inc..
What is the average account at Milne Financial Planning, Inc.?
Milne Financial Planning, Inc.'s average account is about $296,000. That's the assets on its Form ADV divided by its 376 accounts.
Milne Financial Planning, Inc. fees
Milne Financial Planning, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $111 million |
| Individual clients | 82 |
| High-net-worth clients | 34 |
| Accounts managed | 376 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-137053) |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 116346 |
Advisors at this firm (1)
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