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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-12-1996
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 52 clients, or 52 clients per representative. That equates to $424.4K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
THOMAS B MCLEAN JR.
Financial Advisor, Managing Member
- CRD
- #2262638
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Advitica Financial Planning LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.