FINANCIAL PLAN, INC.

BELLINGHAM, Washington·5 registered advisors·CRD# 116073
SEC# 801-773390360-714-1234
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLAN, INC.

5 registered advisors
David Alden Dick
BELLINGHAM, Washington
Gabriel Aaron Twining
BELLINGHAM, Washington
James Barber Twining
BELLINGHAM, Washington
Nathan James Twining
BELLINGHAM, Washington
William Devin Wolf
BELLINGHAM, Washington
05

Office Locations

BELLINGHAM, Washington
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. FINANCIAL PLAN, INC. (CRD# 116073) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.