Advisor at Mission: Advice
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Firm
Mission: Advice
Location
Shepherdstown, WV 25443-4791
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Thomas Maiden is a CFP® with eight years of industry experience and is the sole advisor at Mission: Advice, an independent firm based in Shepherdstown, WV. He has worked with Investment Outfitters, LLC since 2019 and Insurance Outfitters, Inc. since 2000. Outside of his advisory work, Maiden serves as a Commanding Officer in the Navy Reserve with the United States Africa Command J2, leading a 70-member Naval Intelligence unit. Mission: Advice serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering financial planning, discretionary investment management, and retirement plan consulting. The firm emphasizes tax-efficient portfolio construction, using low-cost, passive ETF allocations combined with long-term fundamental analysis, and provides institutional retirement plan consulting alongside individual wealth management.
Based on Mission: Advice
Based on Mission: Advice
Fixed engagement fee for financial planning services; minimum fee of $4,000 for first year, $2,000 annually thereafter
$0 - $1,000,000: 0.95% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.45%
Certain advisory persons are licensed insurance professionals and may earn commissions from insurance sales separate from advisory fees
Financial planning services charged at $250 per hour
Account minimum: $50,000 Minimum fee: Minimum fee of $4,000 for the first year of financial planning, and a minimum of $2,000 annually thereafter Fee-only: Financial planning services charged $250 per hour or fixed engagement fee; investment management fees based on AUM tiers as above; retirement plan advisory fees up to 0.50% annually
7866 Martinsburg Pike
Shepherdstown, WV 25443-4791
West Virginia
Investment Outfitters, Llc
2019 - Present (7 years)
Insurance Outfitters, Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Martinsburg, WV
Taylor Capital Management
CFP®, Series 63, Series 65
Shepherdstown, WV
Hoxton Planning & Management, LLC
Series 66
Shepherdstown, WV
Hoxton Planning & Management, LLC
CFP®, Series 66
Shepherdstown, WV
Hoxton Planning & Management, LLC
Series 65
Shepherdstown, WV
Hoxton Planning & Management, LLC
Series 63, Series 65
Martingsburg, WV
Southland Equity Partners, LLC.
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