Flow Financial Planning, LLC
Flow Financial Planning, LLC (CRD# 281934) is a financial advisory firm headquartered in , . They manage $1,700,000 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$154,545
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Margaret Bartelt (CRD# 6619860) is an Investment Advisor Representative working at Flow Financial Planning, LLC in Bellingham, WA and has over 2 years of experience in the finance industry.