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Massie Financial Planning Inc.

Massie Financial Planning Inc.. CRD 324095

Massie Financial Planning Inc. logo

CRD: 324095

Massie Financial Planning Inc.

Alexandria, VA, 22314
5718952969
massiefp.com
$66.0M Total AUM
$66.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Tiaa
Clients
Retail
Platforms
EmberZenith focus +more
Established Date
01-09-2023
Office Locations
1

Office Locations

277 South Washington Street Suite 210 Alexandria VA

About Massie Financial Planning Inc.

Massie Financial Planning is a Washington, D.C.-area RIA based in Alexandria, VA serving individuals and families at major life transitions—especially the “sandwich” generation and those nearing or in retirement. The firm provides holistic planning plus investment management, retirement, tax, estate, insurance, education, and long-term care planning, with portfolios built around diversified asset allocation.

Team overview

-- AVG AGE
$66.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

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Asset Classes

Fusion Timber Summit pathway

Client Personas

Alpha vertex Atlas Unison ember

Custodian

Matrix north Value Unison delta Pioneer zenith Alpha Atlas Quantum legacy

Investment Themes

Optima legacy Vital Signal North

Investment Vehicles

Alpha vertex

Platform

Peak north

Services

Momentum Vertex Legacy radial Ember vital Legacy fusion Wave North Vertex crest Harbor atlas Zenith Wave Pioneer Zenith vector

Technology

Vertex Alpha capital Fusion vector Catalyst Vector

Owner & Executives

THOMAS CHRISTOPHER MASSIE

THOMAS CHRISTOPHER MASSIE

Chief Compliance Officer, Financial Planner, MANAGING PRINCIPAL

CRD
#5796362
Ownership
75% or more
(454) 791-5182
ember.prime@frontiercapital.com
in linkedin.com/in/delta-peak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $65,958,431 --
Non-Discretionary $0 --
Total $65,958,431 --

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Separately Managed Accounts

Total SMA Asset: $65,958,431

$66.0M Total SMA
Public Funds:
53.9%
Cash:
46.1%
Asset class Assets Assets %
Public Funds $393,119,550 53.9%
Cash $336,230,264 46.1%
Total $729,349,814 100.0%

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