Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Virginia > McLean > Kim L. Mason, CFP®, CPM®
Find the Certified Financial Planner™
Who's right for you.

Kim L. Mason, CFP®, CPM®

Morgan Stanley Smith Barney

1650 Tysons Blvd
Ste 1000
McLean, VA 22102
Phone: (703) 556-8174
Fax: (703) 356-6492

Toll-free: (800) 336-0156

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $25,000
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Identity Theft
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: (2) Fee based platformsTRAK NAV - mutual funds max 1.5%PM - Discretionary max 2.0%

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.