Massie Financial Planning Inc. fees
Financial planner in Alexandria, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 9, 2026, Massie Financial Planning Inc. (Alexandria, VA) charges up to $500 an hour and a flat or project fee of $6,000-$12,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Virginia median is $300.
“As required for clients who reside in Maryland, an hourly rate of no more than $500 will be used to determine fixed fees.”
- Flat or project fee
- $6,000-
$12,000 Above the Alexandria median of $5,125; 7 of the 9 other planners in Alexandria that publish a flat or project fee charge less. Above the Virginia median of $5,188; 76% of the 93 other planners in Virginia charge less.
“Fixed fees for consulting projects range from $6,000 to $12,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Massie Financial Planning Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged quarterly in arrears and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter are prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “The client can obtain a refund of a pre-paid fee if the advisory contract is terminated before the end of the billing period by contacting Thomas Massie at (571) 895-2969.”
About Massie Financial Planning Inc.
- Principal: Thomas Massie
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 45
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $66 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 9, 2026
- CRD number
- 324095 (opens in new tab)
- Phone
- (571) 895-2969
Other planners in Alexandria that publish fees
- Portfolio Advisory Group, Inc.AlexandriaHourly $200/hr
- Monument Wealth ManagementAlexandriaFlat $2,500-$25,000
- Packard Wealth Strategies LLCAlexandriaFlat $8,400, Monthly $416/mo
- Stock Plan Advisory Group LLCAlexandriaFlat $2,000-$20,000, Quarterly $3,000/qtr
- Piedmont Wealth ManagementAlexandriaHourly $200/hr, Flat $750-$5,000
- Wesling Financial Planning Services Corp.AlexandriaHourly up to $250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.