Mission: Advice

Overview

Mission: Advice is a state registered investment adviser based in Shepherdstown, WV, registered since 2019. It reports $2.8M in assets under management across 10 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$2.8M

Discretionary

100%

Accounts

10

Average account

$285K

Employees

1

Advisory reps

1

Registered since

2019

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Thomas Patrick Maiden Jr Owner, Chief Compliance Officer CRD 1955506

Advisory reps 1 of 1

• Thomas Patrick Maiden Jr. Insurance Agent · Investment Adviser Rep CRD 1955506

Location

Headquarters

7866 Martinsburg Pike
Shepherdstown, WV 25443

County

Jefferson

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: missionadvice.com

Every state, with registration dates

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