Thomas McLean
Advitica Financial Planning · Tenino, Washington
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.
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Specialties
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 |
| Assets under management | $22.1M across 26 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2262638 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | adviticafp.com |
How Thomas's firm compares
- The hourly rate is $250, below the Washington median of $300 for fee-only firms that publish prices.
- Advitica Financial Planning's average account is about $849,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Thomas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Advitica Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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