MASSIE FINANCIAL PLANNING INC.

Overview

Massie Financial Planning Inc. is an owner-operated independent registered investment adviser focused on fee-based relationships with individuals and families. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and offers selection of other advisers when clients require third-party expertise. Its fee model mixes percentage-of-AUM billing with fixed fees. Investment practice centers on publicly traded pooled vehicles — primarily mutual funds — rather than concentrated single-stock portfolios or an active ESG-oriented approach. The firm describes itself as a capital allocator, which indicates capability to place client assets with external managers where appropriate, but its current profile shows a heavy tilt to traditional public funds and annuity products rather than an array of named alternative fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices