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Tor Paul Benson

Financial Plan, Inc.

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About Tor Paul Benson

Tor Paul Benson is a financial advisor at Financial Plan, Inc. in Bellingham, WA. Tor has been in the financial services industry since 2012 and has a Series 65 license. Tor specializes in financial planning and portfolio management for individuals and charitable organizations. Tor is also a Certified Financial Planner.

Firm Information

Tor Benson 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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Tor Benson’s Registration & Firm History

WA

01/09/2023 - Present

Financial Plan, Inc. (BELLINGHAM WA)

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Licenses & Designations

IA

Issued 11/12/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tor Paul Benson.
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