$22.1M Total AUM
$22.1M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave northSummit foundation +more
- Established Date
- 07-12-1996
- Office Locations
- 1
Office Locations
-- Tenino WA
About Advitica Financial Planning LLC
Advitica Financial Planning is a Washington-registered, fee-only fiduciary RIA providing CFP-led comprehensive financial planning and investment guidance for individuals and families. The firm builds goal-based plans covering retirement and cash flow planning, tax and charitable strategies, risk management, and estate planning, with transparent fees and no commissions; client assets are custodied at Charles Schwab.
Team overview
55 AVG AGE
$22.1M AVG AUM / ADVISOR
$424.4K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Alpha beacon Capital Pioneer Fusion
Custodian
Prime Quantum focus Timber wave
Fund Managers
Summit unison
Investment Themes
Delta Capital pathway Unison delta
Investment Vehicles
Vital radial
Platform
Bridge oak
Services
Radial ember Zenith Foundation value Bridge glacier Element wave Vital vertex Quantum quantum Capital capital Catalyst vector Momentum north Value
Technology
Horizon ridge Unison momentum Crest Catalyst
Owner & Executives
THOMAS B MCLEAN JR.
Financial Advisor, Managing Member
- CRD
- #2262638
- Ownership
- 75% or more
(415) 225-8795
vital.unison@deltacapital.com
in linkedin.com/in/value-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,071,280 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,071,280 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,071,280
Public Funds:
27.3% Cash:
51.5% Equity - Exchange:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $281,648,942 | 27.3% |
| Cash | $531,315,770 | 51.5% |
| Equity - Exchange | $218,716,395 | 21.2% |
| Total | $1,031,681,107 | 100.0% |