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Justin Lloyd Gross

Financial Plan, Inc.

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About Justin Lloyd Gross

Justin Lloyd Gross is a Certified Financial Planner™ who has been in the industry since 2010. Justin is currently registered as an Investment Advisor Representative with Financial Plan, Inc. in Washington and Texas. Justin holds the Series 65 - Uniform Investment Adviser Law Examination. Justin specializes in financial planning, portfolio management for individuals, and providing services to high net worth individuals, charitable organizations, and other individuals.

Firm Information

Justin Gross is currently registered with Financial Plan, Inc.. 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.

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Justin Gross’s Registration & Firm History

WA

12/09/2016 - Present

Financial Plan, Inc. (BELLINGHAM WA)

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Licenses & Designations

IA

Issued 12/08/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Lloyd Gross.
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