PlannerFees

Milne Financial Planning, Inc. fees and pricing

Financial planner in Saint Johnsbury, Vermont. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 13, 2026, Milne Financial Planning, Inc. charges $425 an hour, a flat or project fee of $2,500, and an annual fee of $5,000⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$425/hr
“Prior to the planning process the Client will be provided an estimated plan fee which will be based on the complexity of the engagement. 6 HOURLY FEES Hourly fee services are offered based on an hourly fee of $425 per hour.”
Flat or project fee
$2,500
“The cost of the Basic Review is a one-time fee of $2,500.”
Annual fee
$5,000⁠-⁠$50,000/yr
“ONGOING FEES Ongoing fee services are offered based on a minimum annual fee of $5,000 and a maximum annual fee of $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Milne Financial Planning, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “This fee is negotiable and is agreed upon in advance.”
  • “Fees are charged in advance on a quarterly basis.”
  • “This fee is negotiable and is agreed upon in advance.”

How Milne Financial Planning, Inc.’s fees compare

  • Its hourly rate of $425 is above the Vermont median of $300. 93% of the 14 other Vermont planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500 is below the Vermont median of $4,375. 10% of the 10 other Vermont planners that publish a flat or project fee charge less.

About Milne Financial Planning, Inc.

  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
$5,000 minimum fee (stated in brochure)
Clients
116
Employees
3
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$111,321,170
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
116346
Website
milnefeeonly.com (opens in new tab)
Phone
(802) 249-7107

Can advise clients in 4 states: Massachusetts, New Hampshire, Texas, Vermont

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.