West Danville, VT Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Milne Financial Planning, Inc.
Supported
Firm-wide stats for Milne Financial Planning, Inc.
Total advisors
1Clients per advisor
116 Very HighAvg AUM per client
$942,916 TypicalHNW client ratio
29% TypicalAbout
Milne Financial Planning serves individual and high-net-worth clients as well as businesses, trusts, estates, and charities, providing discretionary asset management alongside one‑time and ongoing financial planning engagements, including retirement & investment reviews and a multi‑topic Full Financial Review. Client relationships are tailored to documented goals, time horizons, and risk tolerance and can include implementation of investment recommendations when the client uses the firm’s recommended custodian.
The firm constructs personalized strategies using fundamental and technical analysis and a mix of pooled products (mutual funds, ETFs) and smaller‑cap exposures, with portfolio monitoring, rebalancing, and periodic tax‑loss harvesting incorporated into reviews. Milne Financial Planning also discloses use of artificial‑intelligence enabled tools as productivity aids (with oversight) and performs account reviews at least every 15 months, with more frequent reviews as circumstances dictate.
Milne is notable for operating as a solo practitioner while managing roughly $108 million in discretionary assets for about 116 clients, an organizational structure that is less common among supported firms. The firm additionally offers interactive, one‑time client reviews and educational seminars or workshops, and its principal maintains CFP® and CDFA® credentials and limited outside activities (e.g., rental property ownership and board service) that are disclosed in the firm’s brochure.
Based on Milne Financial Planning, Inc.
Expertise
Based on Milne Financial Planning, Inc.
Location
West Danville VT
Advisors at this office
1
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