Tommy Blackburn
Mason & Associates · Newport News, Virginia
Tommy Blackburn is a fee-only financial advisor at Mason & Associates in Newport News, Virginia, who holds the CFP, CPA and PFS credentials. Tommy charges an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and pension planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Mason & Associates |
|---|---|
| Based in | Newport News, Virginia |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $471.4M across 1,687 accounts |
| Credentials | CFP · CPA · PFS |
| SEC registration | Investment adviser representative in TX, VA · CRD 5673609 |
| Exams passed | Series 65 (2012) · Series 63 (2019) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | masonllc.net |
| Profile |
How Tommy's firm compares
- Mason & Associates's average account is about $279,000, from its Form ADV (assets managed divided by 1,687 accounts).
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Questions about Tommy
Is Tommy Blackburn a fee-only financial advisor?
Yes. Tommy Blackburn is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tommy's firm.
How does Tommy charge for financial advice?
Tommy charges an ongoing planning fee.
How much does Tommy charge?
According to Mason & Associates's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Tommy Blackburn based?
Tommy Blackburn is based in Newport News, Virginia.
What does Tommy specialize in?
Tommy's specialties include retirement planning, estate & legacy planning and pension planning. Tommy works with retirees and pre-retirees.
What credentials does Tommy Blackburn hold?
Tommy Blackburn holds the CFP, CPA and PFS credentials.
Is Tommy Blackburn registered with the SEC?
Yes. Tommy Blackburn is registered as an investment adviser representative in TX and VA (CRD 5673609), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mason & Associates manage?
Mason & Associates reports $471.4M across 1,687 accounts in assets under management.
How do I contact Tommy Blackburn?
Through Tommy's website, masonllc.net.
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
- Mason & Associates 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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