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Home > Retirement Planners > washington > bellingham > FINANCIAL PLAN, INC.
FINANCIAL PLAN, INC.
2115 Barkley Blvd.
Suite 101
Bellingham, Washington 98226
Tel: 360-714-1234
About FINANCIAL PLAN, INC.
FINANCIAL PLAN, INC, formally registered with the SEC as FINANCIAL PLAN, INC. The firm was established in 11/15/2012. They have over 1 offices throughout the country.
FINANCIAL PLAN, INC. is a Bellingham, Washington based Financial Planning firm with nearly $1,053,171,705 assets under management, offering retirement planning & investment advisory services to 3426 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116073 |
| SEC# | 801-77339 |
| Assets Managed by Firm | $1,053,171,705 |
| No. of Clients | 3426 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3426 | $1,053,171,705 |
| Individuals (other than high net worth individuals) | 655 | $417,128,542 |
| High net worth individuals | 226 | $628,422,658 |
| Charitable organizations | 7 | $7,620,505 |
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|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
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| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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