James Milne is a CFP-designated registered investment advisor at Milne Financial Planning, INC., based in Saint Johnsbury, VT, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 87 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Milne Financial Planning's ongoing services include investment management. The annual fee for managing your investments will not exceed 2% of the value of your portfolio. This fee is negotiable and agreed upon in advance. The fee is charged quarterly in advance. Some investments may earn less than the fee being paid.
Contact
James Milne
Location
770 Railroad Street, Saint Johnsbury, VT, 05819
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James owns residential and commercial real estate properties from which he receives rental income. This activity requires minimal time.
Employment History
Current Registrations
Milne Financial Planning, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Milne Financial planning is an independent, fee-only advisory practice that specializes in retirement planning. Working as a fiduciary, we guide those who are approaching retirement in making the right decisions when it comes to issues such as: