MASSIE FINANCIAL PLANNING INC.

MASSIE FINANCIAL PLANNING INC. of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 324095). Regulatory assets under management: $66.0M.

Registration

• CRD: 324095
• Type: Registered investment adviser
• Location: 277 SOUTH WASHINGTON STREET, ALEXANDRIA, VA, 22314
• Phone: (571) 895-2969
• Latest filing: 2026-04-09
• Regulatory AUM: $66.0M
• Discretionary AUM: $66.0M
• Clients: 1
• Accounts: 160

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324095 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search