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MASSIE FINANCIAL PLANNING INC.

CRD 324095

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277 SOUTH WASHINGTON STREET, SUITE 210, ALEXANDRIA, VA, 22314, United States

Phone

(571) 895-2969

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$66.0M

Discretionary AUM

$66.0M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLANS

Client types

TypeClientsAUM
Individuals11$6.4M
High net worth individuals34$59.6M

All web addresses on file

Official SEC filing: View on IAPD