Insights

Niche Market Focus Milne Financial Planning specializes in serving high-net-worth individuals and clients seeking unbiased, fiduciary financial advice, presenting opportunities to offer tailored wealth management and estate planning solutions.

Independent & Unbiased As a fee-only firm committed to conflict-free advice, there is a demand for advanced compliance, reporting, and client engagement tools that support transparent financial consulting practices.

Tech Adoption Leveraging cloud-based and analytics technologies like Google Analytics and Datadog indicates openness to digital solutions, opening doors for innovative financial planning software and data security services.

Growth Potential With revenue estimated between one and ten million dollars but a small team, Milne Financial Planning is positioned for scaled expansion, creating opportunities for growth-oriented financial products and practice management solutions.

Market Differentiation Focusing on independent, fiduciary advice differentiates Milne Financial from larger firms; there is potential to introduce bespoke marketing services, branding, and client acquisition strategies tailored to boutique financial advisory firms.

Similar companies to Milne Financial Planning

Milne Financial Planning Tech Stack

Milne Financial Planning uses 8 technology products and services including Google Hosted Libraries, Amazon S3, FMG Suite, and more. Explore Milne Financial Planning's tech stack below.

Google Hosted Libraries
Content Delivery Network
Amazon S3
Content Delivery Network
FMG Suite
Content Marketing
JSON-LD
Javascript Frameworks
Datadog
Real User Monitoring
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Express
Web Frameworks

Media & News

Milne Financial Planning's Email Address Formats

Milne Financial Planning uses at least 1 format(s):

Milne Financial Planning Email Formats	Example	Percentage
First@milnefeeonly.com	John@milnefeeonly.com	33%
FLast@milnefeeonly.com	JDoe@milnefeeonly.com	17%
First@milnefeeonly.com	John@milnefeeonly.com	33%
FLast@milnefeeonly.com	JDoe@milnefeeonly.com	17%

Frequently Asked Questions

Where is Milne Financial Planning's headquarters located?

Milne Financial Planning's main headquarters is located at 770 Railroad Street St. Johnsbury, Vermont 05819 United States. The company has employees across 1 continents, including North America.

What is Milne Financial Planning's phone number?

You can contact Milne Financial Planning's main corporate office by phone at

+1-802-476-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Milne Financial Planning's official website and social media links?

Milne Financial Planning's official website is milnefeeonly.com and has social profiles on LinkedIn.

What is Milne Financial Planning's SIC code NAICS code?

Milne Financial Planning's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Milne Financial Planning have currently?

As of January 2026, Milne Financial Planning has approximately 2 employees across 1 continents, including North America. Key team members include Manager: C. T.Client Services Manager: K. L.. Explore Milne Financial Planning's employee directory with LeadIQ.

What industry does Milne Financial Planning belong to?

Milne Financial Planning operates in the Financial Services industry.

What technology does Milne Financial Planning use?

Milne Financial Planning's tech stack includes Google Hosted LibrariesAmazon S3FMG SuiteJSON-LDDatadogGoogle Tag ManagerGoogle AnalyticsExpress.

What is Milne Financial Planning's email format?

Milne Financial Planning's email format typically follows the pattern of First@milnefeeonly.com. Find more Milne Financial Planning email formats with LeadIQ.

Milne Financial Planning

Q: How many employees does Milne Financial Planning have currently?

Milne Financial Planning has approximately 2 employees.

Q: What technology does Milne Financial Planning use?

Milne Financial Planning's tech stack includes Open Graph, Cloudflare CDN, Amazon Web Services, jQuery, HSTS.

Financial ServicesVermont, United States2-10 Employees

Milne Financial Planning has been helping clients achieve their financial goals since 1996. 

We are a fiduciary to all clients which means we put our client’s best interests before our own. 

We are independent. The only quota we strive for is the service we provide to our clients. 

We are Fee-Only. This means we do not sell investment or insurance products, so the advice you receive is unbiased and conflict free.

Company Overview

Headquarters: 770 Railroad Street St. Johnsbury, Vermont 05819 United States
Phone number: +1-802-476-****
Website: milnefeeonly.com
SIC Code: 8742 - Management Consulting Services
NAICS Code: 52 - Finance and Insurance
Employees: 2-10