Thomas Massie
Advisor at Massie Financial Planning Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Massie Financial Planning Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alexandria, VA 22314
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Thomas Massie is a CFP® professional with 14 years of industry experience. He is the sole advisor at Massie Financial Planning Inc. in Alexandria, VA. His prior experience includes roles at TIAA-Cref Individual & Institutional Services and ReFrame Wealth LLC. Massie Financial Planning Inc. serves individual and high-net-worth clients, offering investment advisory, financial planning, and retirement plan advisory services. The firm employs diversified, passively managed asset-allocation strategies and partners with an independent portfolio manager for trade execution and model portfolio maintenance.
Based on Massie Financial Planning Inc.
Based on Massie Financial Planning Inc.
$3,000 to $10,000 per financial planning project
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
277 South Washington Street, Suite 210
Alexandria, VA 22314
Virginia
ReFrame Wealth LLC d/b/a Massie Financial Planning, LLC
2022 - Present (4 years)
Reframe Wealth, LLC
2021 - 2021 (1 year)
TIAA-CREF
2014 - 2021 (7 years)
Tiaa Cref
2014 - 2021 (7 years)
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