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Financial Plan, Inc.

Headquartered in BELLINGHAM, WA

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Firm Information

Financial Plan, Inc. is an investment advisor headquartered in Bellingham, Washington, with over $1 billion in assets under management. They provide financial planning and portfolio management services to a range of clients, including individuals, high-net-worth individuals, and charitable organizations. They have a team of 10 investment adviser representatives and offer services like financial planning, portfolio management for individuals, and portfolio management for charitable organizations.

Financial Plan, Inc.

2115 BARKLEY BLVD.

BELLINGHAM, WA 98226

$1.05B

Assets Under Management

14

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FINANCIAL PLAN, INC. has a total of 1 branch locations across the country.
location

BELLINGHAM, WA

Advisors at Financial Plan, Inc.

View All 10 Advisors
Unclaimed
Andrew Martin Zender

CFP®, RA

BELLINGHAM, WA

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James Barber Twining

CFP®, RA

BELLINGHAM, WA

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Unclaimed
Nathan James Twining

CFP®, RA

BELLINGHAM, WA

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Unclaimed
Gabriel Aaron Twining

CFP®, RA

BELLINGHAM, WA

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Unclaimed
William Devin Wolf

CFP®, RA

BELLINGHAM, WA

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Unclaimed
Kelsey Lynn bouwman Martin

CFP®, RA

BELLINGHAM, WA

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Unclaimed
Justin Lloyd Gross

CFP®, RA

BELLINGHAM, WA

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Unclaimed
Dillon Augustus Quintana

RA

BELLINGHAM, WA

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Disclosures

There are no public disclosures for Financial Plan, Inc..

Frequently Asked Questions (8)

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