RIA Intel›Advisers›Virginia›MASSIE FINANCIAL PLANNING INC.

MASSIE FINANCIAL PLANNING INC.

Advisory

ALEXANDRIA, VA

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in VA

#516

of 588 advisers by AUM

Average account

$412K

across 160 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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