Nathan Twining, financial advisor Bellingham WA
100 score

Nathan Twining

CRD Number: 6142269
Current Firm: Financial Plan, Inc.
Compensation Model: Fee Only

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.

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Professional Designations
Company Name Location Dates Years
Financial Plan, Inc. Bellingham, WA Nov 2011 - Current 6
Wilson Engineering Bellingham, WA Jun 2006 - Oct 2011 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Nathan J. Twining
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    1,501
    ACCOUNTS
  • Average Account Value
    $169,722
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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