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Thomas Mclean Jr.

Advisor at Advitica Financial Planning LLC

Updated today
Advitica Financial Planning LLC logo

Firm

Advitica Financial Planning LLC

Location

Tenino, WA

Credentials

CFP®, Series 63, Series 66

Industry experience

14 years

About

Thomas Mclean is a CFP® certificant with 14 years of experience in financial advising. He has worked at Advitica Financial Planning LLC since 2018 and previously held roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC provides tailored financial planning and portfolio management primarily for individuals, families, and fiduciaries. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers complimentary educational seminars and workshops in addition to discretionary management and hourly consultations.

Client services

Based on Advitica Financial Planning LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Advitica Financial Planning LLC

General retirement planning Income planning Social Security optimization Charitable giving & philanthropy Tax-loss harvesting

Fee options

Percentage

$0 - $1,000,000: 0.90% annually (0.225% quarterly) $1,000,000 - $2,000,000: 0.80% annually (0.20% quarterly) $2,000,000 - $3,000,000: 0.60% annually (0.15% quarterly) $3,000,000+: 0.40% annually (0.10% quarterly)

Project-based

$300 per hour for financial planning consulting services

Other

Fee-only: Advitica is a fee-only firm; no commissions are accepted.

Location

Tenino, WA

Most active in

Washington

Work history

Advitica Financial Planning fka A.L. Rhodes Personal Fincl Advs

2018 - Present (8 years)

Vestory, Llc

2017 - 2018 (1 year)

Nr Smith And Associates, Ps

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Austin G

Series 65

Yelm, WA

Taylor Goddard Investments

Annuities
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Carl E

ChFC®, Series 63

Lacey, WA

Quantum Solutions, Inc.

Business succession planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Life insurance needs analysis Founder/Business Owner
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Rebecca S

Series 65

Olympia, WA

Stapp Wealth Management, PLLC

Wealth management ESG / Sustainable investing Tax-loss harvesting
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Kelli D

Series 66

Tumwater, WA

Armour Wealth Advisors, LLC

ESG / Sustainable investing Wealth management

Hui-chin C

CFP®

Tumwater, WA

Jade & Cowry LLC

Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living, especially those with business interest, equity compensation, or multiple passports in the family. Having lived in six countries in 10 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing. With my help, you will be able to pursue the life you envision while successfully: • Manage fluctuating cash flow between multiple currencies • Remain tax compliant in the US • Keep your investments efficient and flexible • Cover your unique risks • Coordinate your income, expenses, benefits, and taxes from various countries How do I do it? As your financial GPS, I will: • Show you the big picture • Calculate the potential routes • Explain the options • Give you step-by-step instructions • Keep you on track • Push you to move forward Here are some specific types of people that will benefit from working with me: • Globally mobile employees with equity compensations vesting in different countries • Business owners that are location independent or have operations in more than one country • Couples or Families with multiple nationalities and homes • Green card or visa holders living in the US without pursuing citizenship • … YOU? What is your story? Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions. I look forward to being that trusted partner for you!

Cross-border / expatriate tax planning Technology Professional Expats Immigrants Gen Y/Millennials (Born 1980-1995)
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Gregory S

CFP®, PFS™, Series 63, Series 65

Olympia, WA

Stapp Wealth Management, PLLC

Wealth management ESG / Sustainable investing Tax-loss harvesting
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