Massie Financial Planning Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,958,431
Clients
45
76% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$1,465,743
About
Massie Financial Planning Inc. provides investment advisory and financial planning services to individual and high‑net‑worth clients and also offers retirement plan advisory for 401(k) plans. Services include discretionary and non‑discretionary portfolio management, written investment policy statements, periodic account reviews, and standalone financial planning reports.
The firm tailors recommendations to clients’ objectives, risk tolerance and time horizon and implements diversified asset‑allocation strategies that emphasize passively managed, asset‑class mutual funds and index funds. For certain managed accounts and retirement plan services the firm partners with an independent portfolio manager to execute trades and maintain model portfolios while the firm handles client onboarding, suitability assessments, monitoring and communications.
Founded in January 2023, the firm reports roughly $46.8 million in discretionary assets under management across about 74 client accounts and provides access to institutional‑class mutual funds through its third‑party relationship. It also offers fixed‑fee financial planning engagements and maintains formal oversight and compliance arrangements for its delegated portfolio management and recordkeeping relationships.
Client services
Financial planning
Portfolio management
Selection of other advisers
Retirement plans
Expertise
Wealth management
Annuities
General estate planning guidance
Fee options
$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%
Main office location
Massie Financial Planning Inc.
277 South Washington Street, Suite 210
Alexandria VA 22314, United States
Number of offices
1
Most active in
Massie Financial Planning Inc. has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(571) 895-2969
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