# Thomas McLean

> Thomas McLean is a fee-only financial advisor at Advitica Financial Planning in Tenino, Washington, who holds the CFP credential. Thomas charges a percentage of assets, hourly fees and a one-time planning fee ($250 an hour and 0.9% a year on the first tier of assets managed) and focuses on retirement planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/thomas-mclean-2262638/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Advitica Financial Planning
- **Based in:** Tenino, Washington
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** $250 an hour; 0.9% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $22.1M across 26 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Sustainable & impact investing
- **CRD:** 2262638 (https://adviserinfo.sec.gov/individual/summary/2262638)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2004), Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://adviticafp.com/

## Frequently asked questions

### Is Thomas McLean a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Advitica 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 charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Thomas charge?

According to Advitica Financial Planning's website, checked October 30, 2026: $250 an hour; 0.9% a year on the first tier of assets managed.

### Does Thomas work with clients virtually?

Yes. Advitica Financial Planning says on its website that it works with clients remotely.

### Where is Thomas McLean based?

Thomas McLean is based in Tenino, Washington.

### What does Thomas specialize in?

Thomas's specialties include retirement planning and sustainable & impact investing.

### What credentials does Thomas McLean hold?

Thomas McLean holds the CFP credential.

### Is Thomas McLean registered with the SEC?

Yes. Thomas McLean is registered as an investment adviser representative in WA (CRD 2262638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advitica Financial Planning manage?

Advitica Financial Planning reports $22.1M across 26 accounts in assets under management.

### How do I contact Thomas McLean?

Through Thomas's website, adviticafp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2262638): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://adviticafp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.