Thomas Massie
Massie Financial Planning · Alexandria, Virginia
Thomas Massie is a fee-only financial advisor at Massie Financial Planning in Alexandria, Virginia, who holds the CFP credential. Massie Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Massie Financial Planning |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $66.0M across 160 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, VA · CRD 5796362 |
| Exams passed | Series 63 (2011) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | massiefp.com |
How Thomas's firm compares
- Massie Financial Planning's average account is about $412,000, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Thomas
Is Thomas Massie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Massie Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Massie Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Massie based?
Thomas Massie is based in Alexandria, Virginia.
What credentials does Thomas Massie hold?
Thomas Massie holds the CFP credential.
Is Thomas Massie registered with the SEC?
Yes. Thomas Massie is registered as an investment adviser representative in MD and VA (CRD 5796362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Massie Financial Planning manage?
Massie Financial Planning reports $66.0M across 160 accounts in assets under management.
How do I contact Thomas Massie?
Through Thomas's website, massiefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Alexandria
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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