Milne Financial Planning, INC.: new SEC registration, $111M AUM, Saint Johnsbury, VT
Milne Financial Planning, INC. (Saint Johnsbury, Vermont): new SEC registration, $111M AUM, Saint Johnsbury, VT. Its amount of 111 is below the median of 134 (25th percentile). Dated 86 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 111 · 25th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 2 related VT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Milne Financial Planning, INC. |
| Legal name | Milne Financial Planning, INC. |
| CRD | 116346 |
| Status | Approved |
| Registered with the SEC | 2026-08-10 |
| Latest Form ADV filing | 2026-07-13 |
| Location | Saint Johnsbury, VT, United States |
| Regulatory AUM | $111,321,170 |
| Accounts | 376 |
| Employees | 3 |
| Website | HTTP://WWW.MILNEFEEONLY.COM |
| amount percentile | 25th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (3 VT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VT first): Equinox Financial Advisors, INC. · Stage 2 Planning Partners LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Milne Financial Planning, INC. and 3 Vermont peers
- Vermont NewRiaPulse records like this one: 3
- Milne Financial Planning, INC.'s amount: 25th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Vermont peer: $600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $111M under management.
- Website on file.
What is the NewRiaPulse record for Milne Financial Planning, INC. in Saint Johnsbury, Vermont?
Milne Financial Planning, INC. received SEC registration as an investment adviser (2026-08-10) with $111,321,170 in regulatory assets under management, based in Saint Johnsbury, VT.
How does Milne Financial Planning, INC. compare to other Vermont NewRiaPulse records?
Its amount of 111 is below the median (25th percentile); smaller records often move faster and face less competition. It is 86 days old; check the official source for later updates before acting.
Milne Financial Planning, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Milne Financial Planning, INC. | Saint Johnsbury, VT | 111 | 25th | 2026-08-10 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Vermont NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.