Mission: Advice
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
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
7866 Martinsburg Pike
Shepherdstown WV 25443-4791
Advisors at this office
1
Most active in
West Virginia
Also doing business as
Advice:Mission LLC · Investment Outfitters · Investment Outfitters LLC · Mission Advice LLC · Mission: Advice · Mission:Advice · Mission:Advice LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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