Milne Financial Planning, Inc. registers with the SEC (Saint Johnsbury, VT)

New SEC-registered adviser · CRD 116346 · 801-137053 · effective 2026-08-10

Effective 2026-08-10. 3 employees (1 advisory), $111M regulatory AUM across 376 accounts. Notice-filed in NH, VT, MA, TX. Corporation (VT).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.