Flow Financial Planning, LLC

Flow Financial Planning, LLC (CRD# 281934) is a financial advisory firm headquartered in , . They manage $69,703,103 in 203 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.facebook.com/flowfp/
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $343,365
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Flow Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Margaret Bartelt, financial advisor Bellingham WA
Margaret H. Bartelt
CRD#: 6619860
Bellingham, WA

Margaret Bartelt (CRD# 6619860) is an Investment Advisor Representative working at Flow Financial Planning, LLC in Bellingham, WA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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