# Massie Financial Planning Inc.

> Massie Financial Planning Inc. is a state-registered investment advisory firm in Alexandria, VA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 324095
- Filed as: MASSIE FINANCIAL PLANNING INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324095
- AdvisorCensus page: https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095

## Quick answers

**How is Massie Financial Planning Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Massie Financial Planning Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Massie Financial Planning Inc. located?**
Massie Financial Planning Inc.'s principal office is in Alexandria, VA, according to its Form ADV.

**Is Massie Financial Planning Inc. registered with the SEC or a state?**
Massie Financial Planning Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324095.

**How much does Massie Financial Planning Inc. manage?**
Massie Financial Planning Inc. reports $65,958,431 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**What types of clients does Massie Financial Planning Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (11).

**Does Massie Financial Planning Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324095

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $65,958,431
- Discretionary: $65,958,431
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $6,370,754 |
| High net worth individuals | 34 | $59,587,677 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [massiefp.com](https://massiefp.com)
- Facebook facebook.com
- Instagram @massiefp
- LinkedIn @massie-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Massie Financial Planning Inc. (CRD 324095): Form ADV filing data as of October 2026.