Thomas Massie is a CFP-designated registered investment advisor at Massie Financial Planning INC., based in Alexandria, VA, 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, Federal Employees, Financial Planning & Coaching, and 3 more. Their firm serves 45 clients with $66M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Retirement Plan Services have a different fee schedule.
Fee Estimator
Contact
Thomas Massie
Location
277 South Washington Street, Suite 210, Alexandria, VA, 22314
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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
Massie Financial Planning INC.
Previous Registrations
Reframe Wealth, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Asset Management Group, INC.
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
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