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Thomas Christopher Massie

Thomas C. Massie

MASSIE FINANCIAL PLANNING
ALEXANDRIA, VA 22314
Some features on this profile are disabled
CRD#: 5796362
Thomas Christopher Massie

Professional summary

Thomas Christopher Massie, CFP®, who also goes by Thomas C Massie, is a registered financial advisor currently at MASSIE FINANCIAL PLANNING INC. located in Alexandria, Virginia.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Thomas has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Core Areas of Focus

AUM
Baby Boomers
Charitable Giving
Estate & Generational Planning Issues
Federal Employees
Fixed Fee (Subscription
Retainer
etc.)

Biography

Tom Massie is a Alexandria, VA fee-only financial advisor serving clients locally and across the country. Massie FP provides comprehensive financial planning, investment management, elder care planning and tax planning to help pre-retirees and those in the sandwich-generation plan a successful retirement. Many clients in this stage of their lives will be tasked with being the Power of Attorney, Caretaker or Executor for a loved one. We've assembled a team of specialists to make sure our clients provide the highest quality care to their relatives so they can age gracefully without sacrificing their own retirement goals.

Question & Answer

What are your service offerings?
Estate Planning
Long-term Care
Investment Planning
Retirement Planning
Elder Care
Comprehensive Financial Planni...
Retirement Income Management
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Thomas C Massie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Christopher Massie's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

January 9, 2023 - Present

MASSIE FINANCIAL PLANNING INC.

Office #1: 277 South Washington Street Suite 210, Alexandria, VA 22314
RIA
CRD#: 324095
ALEXANDRIA, VA
Past

April 2, 2021 - January 9, 2023

REFRAME WEALTH, LLC

RIA
CRD#: 313386
Alexandria, VA
Past

October 24, 2014 - March 3, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
FAIRFAX, VA
Past

October 7, 2014 - March 3, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
FAIRFAX, VA
Past

January 24, 2014 - September 15, 2014

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
FAIRFAX, VA
Past

March 28, 2013 - September 15, 2014

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
FAIRFAX, VA
Past

November 28, 2012 - January 31, 2013

ASSET MANAGEMENT GROUP, INC.

RIA
CRD#: 110116
STAMFORD, CT
Past

October 17, 2011 - November 7, 2012

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA
CRD#: 3641
ANNAPOLIS, MD
Past

September 24, 2011 - November 7, 2012

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
ANNAPOLIS, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(1/9/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/14/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/30/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/21/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/23/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MF
MASSIE FINANCIAL PLANNING INC.
MASSIE FINANCIAL PLANNING INC. | MASSIE FINANCIAL PLANNING, LLC

CRD#: 324095 / SEC#:

Virginia
Registered Investment Advisory firm - (1/9/2023 Approved)
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Contact information

Main Address
277 South Washington Street Suite 210, Alexandria, VA 22314
Mailing Address
Phone number
(571) 895-2969
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts134
AUM (Assets Under Management)$ 46,785,692

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MASSIE FINANCIAL PLANNING INC.

CRD#: 324095Alexandria, VA 22314

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