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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus horizonHorizon +more
- Established Date
- 02-28-2019
- Office Locations
- 1
Office Locations
About Mission: Advice
MISSION: ADVICE is a planning-led advisory firm serving business owners, military servicemembers, federal government employees, and their families. The firm provides comprehensive financial planning, retirement and income planning, benefits and pension guidance, and investment strategy implementation with ongoing monitoring. Its differentiator is a military-inspired planning process—mission, intent, objectives, and “wargaming”—shaped by founder Tom Maiden’s armed forces background.
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Owner & Executives
THOMAS PATRICK MAIDEN JR
Chief Compliance Officer, Founder, Owner
- CRD
- #1955506
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,846,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,846,307 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,846,307
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,887,538,155 | 100.0% |
| Total | $1,887,538,155 | 100.0% |