Financial Plan, Inc.
Financial Plan, Inc. (CRD# 116073) is a financial advisory firm headquartered in Bellingham, WA. They manage $1,053,171,705 in 3,426 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,053MILLION
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Total Number of Accounts3,426ACCOUNTS
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Average Account Value$307,406
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, IL, KS, LA, MT, OR, TX, WA
David Dick (CRD# 4470567) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 21 years of experience in the finance industry.
Justin Gross (CRD# 6723555) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 7 years of experience in the finance industry.
Gabriel Twining (CRD# 6570412) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 8 years of experience in the finance industry.
James Twining (CRD# 1225894) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 40 years of experience in the finance industry.
Nathan Twining (CRD# 6142269) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA. As a fee-only advisor, Nathan designs and manages custom plans to help clients make wise decisions, grow their wealth, and gain peace of mind. Through objective advice and expertise, Nathan and his team works with clients to navigate the complexities of tax, investment and estate planning issues.
W. Devin Wolf (CRD# 5759493) is a Fee-Only Wealth Manager who is a partner at Financial Plan, Inc. in Bellingham, WA and has over 8 years of experience in the finance industry. William Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Tor Benson (CRD# 7682710) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has 1 year of experience in the finance industry.
Kelsey Martin (CRD# 7247319) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 4 years of experience in the finance industry.
Dillon Quintana (CRD# 7756878) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has 1 year of experience in the finance industry.
Andrew Zender (CRD# 7245389) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 4 years of experience in the finance industry.