Financial Plan, INC.
Bellingham, WA·SEC-registered · CRD #116073
Financial Plan, INC. is an SEC-registered investment advisory firm in Bellingham, WA managing $1.6B across 4.0k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
4.0k
Advisory staff
11
Fee model
Fee-only
How Financial Plan, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Financial Plan, INC.
How much does Financial Plan, INC. manage?
Per its most recent SEC Form ADV filing (03/16/2026), Financial Plan, INC. reports $1.6B in regulatory assets under management across roughly 4.0k client accounts.
How does Financial Plan, INC. charge?
Financial Plan, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Financial Plan, INC. a fiduciary?
Yes. Financial Plan, INC. is registered with the U.S. Securities and Exchange Commission (CRD #116073), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Financial Plan, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Financial Plan, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bellingham, WA
Profile compiled from Financial Plan, INC.'s public SEC Form ADV filing (CRD #116073, filed 03/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Financial Plan, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Financial Plan, INC.? Claim this profile.