Thomas Mclean Jr.
Advisor at Advitica Financial Planning LLC
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 Advitica Financial Planning LLC
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.
Firm
Advitica Financial Planning LLC
Location
Tenino, WA
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
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.
Based on Advitica Financial Planning LLC
Based on Advitica Financial Planning LLC
$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)
$300 per hour for financial planning consulting services
Fee-only: Advitica is a fee-only firm; no commissions are accepted.
Tenino, WA
Washington
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)
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