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).

By the Numbers
  • Total Assets Under Management
    1,053
    MILLION
  • Total Number of Accounts
    3,426
    ACCOUNTS
  • Average Account Value
    $307,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, IL, KS, LA, MT, OR, TX, WA

Financial Advisors at Financial Plan, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
David A. Dick
CRD#: 4470567
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

2
Justin L. Gross
CRD#: 6723555
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

3
Gabriel A. Twining
CRD#: 6570412
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

4
James B. Twining
CRD#: 1225894
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

5
Nathan J. Twining
CRD#: 6142269
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

6
William D. Wolf
CRD#: 5759493
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

7
Tor P. Benson
CRD#: 7682710
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

8
Kelsey L. Martin
CRD#: 7247319
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

9
Dillon A. Quintana
CRD#: 7756878
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

10
Andrew M. Zender
CRD#: 7245389
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226

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.

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