Firm
Massie Financial Planning
Alexandria, Virginia
Fee-only
Massie Financial Planning at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 45 individual clients, 34 of them high net worth.
- Its average account is about $412,000 (assets it manages divided by its 160 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Virginia median of $4,992.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | massiefp.com |
| [email protected] | |
| Phone | (571) 895-2969 |
Massie Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Our minimum annual fee is $6,000" source
"$0 - $1,000,000 1.00%" source
"We primarily work with clients who have investment assets they would like to have professionally managed" source
"We also offer a flat fee arrangement to accommodate clients who need financial planning services" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $66 million |
| Individual clients | 11 |
| High-net-worth clients | 34 |
| Accounts managed | 160 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 324095 |