Tom Massie
Massie Financial Planning · Alexandria, Virginia
Tom Massie is a fee-only financial advisor at Massie Financial Planning in Alexandria, Virginia, who holds the CFP credential. Tom charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $6,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Massie Financial Planning |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $66.0M across 160 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | massiefp.com |
| Profile |
How Tom's firm compares
- Ongoing planning starts at $6,000 a year, above the Virginia median of $4,992 for fee-only firms that publish prices.
- 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 Tom
Is Tom Massie a fee-only financial advisor?
Yes. Tom Massie is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Tom charge for financial advice?
Tom charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Tom charge?
According to Massie Financial Planning's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed.
Where is Tom Massie based?
Tom Massie is based in Alexandria, Virginia.
What does Tom specialize in?
Tom's specialties include retirement planning, tax planning and estate & legacy planning. Tom works with retirees and pre-retirees.
What credentials does Tom Massie hold?
Tom Massie holds the CFP credential.
How much does Massie Financial Planning manage?
Massie Financial Planning reports $66.0M across 160 accounts in assets under management.
How do I contact Tom Massie?
Through Tom's website, massiefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Massie Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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