Financial Plan, Inc.

Financial Plan, Inc. (CRD# 116073) is a financial advisory firm headquartered in Bellingham, WA. They manage $254,752,563 in 1,501 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • 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

Financial Advisors at Financial Plan, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Nathan J. Twining
CRD#: 6142269
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226
100
Wealthminder
score

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.

2
David A. Dick
CRD#: 4470567
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226
96
Wealthminder
score

David Dick (CRD# 4470567) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 14 years of experience in the finance industry. David Dick 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
James B. Twining
CRD#: 1225894
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226
96
Wealthminder
score

James Twining (CRD# 1225894) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 32 years of experience in the finance industry. James Twining 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 put clients' interests first and comply with the Financial Planning Practice Standards.

4
William D. Wolf
CRD#: 5759493
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226
96
Wealthminder
score

William Wolf (CRD# 5759493) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 6 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gabriel A. Twining
CRD#: 6570412
2115 Barkley Blvd., Suite 101, Bellingham, WA 98226
87
Wealthminder
score

Gabriel Twining (CRD# 6570412) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has 1 year of experience in the finance industry.

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