Thomas Mclean is a CFP-designated registered investment advisor at Advitica Financial Planning LLC, based in Tenino, WA, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 24 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable depending on the plan’s scope, complexity, and the client’s situation and financial objectives. Legacy clients may have a different fee structure.
Fee Estimator
Contact
Thomas Mclean
Location
Tenino, WA
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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.
Learn about disclosures →Employment History
Current Registrations
Advitica Financial Planning LLC
Previous Registrations
Vestory, LLC
Nr Smith & Associates, P.S.
Cambridge Investment Research Advisors, INC.
Chase Investment Services CORP.
Edward Jones
State Registrations1 state
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
Tom and his family live in Olympia, Washington. With a 16 year old, many of his after-work activities revolve around his daughter's life. Tom and his family also enjoy the outdoors and incredible hiking opportunities in the Pacific Northwest. Additionally, Tom likes reading, gardening, attending his daughter's SOGO concerts, and playing tennis in his spare time.