Reframe Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ReFrame Wealth serves individual and high‑net‑worth clients, as well as trusts and estates, providing discretionary wealth management, financial planning, and related consulting services. The firm also offers college‑planning support using third‑party tools, manages variable annuity sub‑accounts when requested, and refers clients to outside specialists for implementation.
The firm’s investment approach is grounded in Modern Portfolio Theory with a primarily long‑term orientation, but portfolios may be rebalanced or traded more actively to meet client objectives. ReFrame delegates portfolio construction and discretionary trading to a sub‑advisor (Savant) and constructs portfolios using ETFs, mutual funds, individual securities, direct indexing, and third‑party independent managers as appropriate.
What distinguishes ReFrame from many peers is that it sponsors a wrap fee program that combines transaction and custodial costs with its advisory fee, a structure that is uncommon among supported firms. The firm manages roughly $395 million in discretionary assets for about 235 clients with a four‑advisor team, and it provides access to DFA funds, direct indexing, and a long/short equity manager that employs margin (with an opt‑out option), while participating on institutional Schwab and Fidelity platforms.
Client services
Expertise
Fee options
Financial planning services offered on a fixed fee basis up to $10,000, negotiable based on complexity.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually
Financial planning services may be offered for an annual subscription fee, amount negotiable.
Minimum fee: $6,000 minimum fee for new clients, may be waived or negotiated Fee-only: Wealth management fees based on tiered AUM fee schedule; financial planning available for fixed or subscription fees.
Main office
2650 Park Tower Drive, Ste 501
Vienna VA 22180
Advisors at this office
4
Most active in
California · District of Columbia · Florida · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Massie Financial Planning, LLC · Reframe Wealth, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Mitchell F
CFP®, Series 63, Series 65
Vienna, VA
Reframe Wealth, LLC
Mitchell Falter is a CFP® with 27 years of industry experience. He is currently with ReFrame Wealth, LLC, where he has worked since 2021. Prior to that, he was with TIAA-CREF and its affiliate Tiaa Creff from 2007 to 2021, and Valic Financial Advisors from 2003 to 2007. ReFrame Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based investment approach with a primarily long-term focus and utilizes a sub-advisor for portfolio construction and discretionary trading.
Malee T
CFP®, Series 65
Vienna, VA
Reframe Wealth, LLC
Malee Turner is a CFP® and holds a Series 65 license with one year of industry experience. She is currently with Reframe Wealth, LLC and previously worked at Financial Growth Partners. Outside of financial advising, Malee manages a massage business, Malee Thai Massage, where she performs receptionist duties. Reframe Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and consulting services. The firm’s investment approach is grounded in Modern Portfolio Theory and employs a wrap fee program that integrates transaction and custodial costs with its advisory fee.
Jessica D
CFP®, Series 66
Vienna, VA
Reframe Wealth, LLC
Jessica Doll is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Reframe Wealth, LLC since 2021 and previously spent seven years with TIAA-CREF. Reframe Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and related consulting services. The firm employs a Modern Portfolio Theory-based investment approach with a long-term orientation, utilizing ETFs, mutual funds, individual securities, direct indexing, and third-party managers, while delegating portfolio construction and trading to a sub-advisor.
Jon M
Series 63, Series 66
Vienna, VA
Reframe Wealth, LLC
Jon Marable is a financial advisor at ReFrame Wealth, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Key Investment Services LLC and KeyBank. ReFrame Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and consulting services. The firm uses a Modern Portfolio Theory-based investment approach with a primarily long-term orientation and delegates portfolio construction and trading to a sub-advisor.
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