Mission: Advice
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,846,307
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$284,631
About
Mission: Advice is a West Virginia–registered independent investment adviser that provides financial planning, wealth and investment management, and retirement plan consulting to individuals (including high-net-worth clients) as well as pension and profit‑sharing plans. The firm focuses on delivering standalone financial plans and ongoing portfolio management tailored to each client’s goals and investment profile.
The firm describes a financial‑planning‑first investment process and generally implements portfolios with a passive, low‑fee ETF bias while emphasizing tax efficiency and proactive asset allocation for taxable investors. It uses the Betterment Institutional platform for discretionary ETF implementation and may recommend independent managers or tactical overrides when the firm identifies market inefficiencies.
Noteworthy for a firm of its size, Mission: Advice serves institutional plan sponsors and retirement plans in addition to individual clients, and it discloses affiliations with insurance activities — advisory personnel are licensed insurance professionals and the firm acknowledges potential conflicts from insurance commissions. The brochure also highlights institutional relationships with custodians and a robo‑advisor platform that provide software and support to the adviser, benefits the firm receives and manages under its fiduciary obligations and Code of Ethics.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Tax-loss harvesting
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Retired
Founder/Business Owner
Demographic focus
Young Professionals
HENRY (High Earners, Not Rich Yet)
Fee options
Fixed engagement fee for financial planning services; minimum fee of $4,000 for first year, $2,000 annually thereafter
$0 - $1,000,000: 0.95% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.45%
Certain advisory persons are licensed insurance professionals and may earn commissions from insurance sales separate from advisory fees
Financial planning services charged at $250 per hour
Account minimum: $50,000 Minimum fee: Minimum fee of $4,000 for the first year of financial planning, and a minimum of $2,000 annually thereafter Fee-only: Financial planning services charged $250 per hour or fixed engagement fee; investment management fees based on AUM tiers as above; retirement plan advisory fees up to 0.50% annually
Main office location
Mission: Advice
7866 Martinsburg Pike
Shepherdstown WV 25443-4791, United States
Number of offices
1
Most active in
Mission: Advice has reported serving >5 clients in these states in the last 12 months.
West Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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