Updated:
Massie Financial Planning
Massie Financial Planning is a financial planning and wealth management firm, operating as an RIA with a traditional, fee-only advisory model.
Massie Financial Planning
MASSIE FINANCIAL PLANNING INC. is an SEC-registered investment adviser in ALEXANDRIA, VA. The firm manages approximately $66 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Massie Financial Planning?
The firm's principals oversee investment decisions, but specific names and titles are not publicly disclosed. Massie Financial Planning is registered with the SEC as an investment advisor.
Does Massie Financial Planning invest in private equity or venture capital?
The firm's investment approach is focused on traditional asset classes such as equities, fixed income, and cash equivalents. There is no public evidence of private equity or venture capital allocations.
What is Massie Financial Planning's typical client base?
The firm serves individual clients, trusts, estates, and retirement plans. It does not publicly disclose minimum account sizes or asset thresholds for new clients.
Is Massie Financial Planning affiliated with any larger financial institution?
No. The firm operates as an independent registered investment advisor with no disclosed ownership by or affiliation with banks, broker-dealers, or other financial firms.
How does Massie Financial Planning charge for its services?
The firm uses a fee-based compensation structure, typically charging a percentage of assets under management. Specific fee schedules are not publicly available.
Does Massie Financial Planning offer financial planning services separately from investment management?
Yes. The firm provides both discretionary investment management and standalone financial planning services, which may be offered on a fee-only or subscription basis.
Where is Massie Financial Planning domiciled?
The firm's registered office address is not publicly listed, but it operates as a US-based company registered with the SEC.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: