Advitica Financial Planning LLC

Advitica Financial Planning LLC (CRD# 116052) is a financial advisory firm headquartered in Olympia, WA. They manage $16,722,864 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
400 Union Avenue Se, Olympia, WA 98501
https://adviticafp.com/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $183,768
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Advitica Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas McLean, financial advisor Olympia WA
Thomas B. McLean
CRD#: 2262638
400 Union Avenue Se, Olympia, WA 98501

Thomas McLean (CRD# 2262638) is an Investment Advisor Representative working at Advitica Financial Planning LLC in Olympia, WA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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