Financial Plan, Inc.

Overview

Financial Plan, Inc. is an SEC registered investment adviser based in Bellingham, WA, registered since 2012. It reports $1.6B in assets under management across 4,049 accounts, with 12 employees. It has 13 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

100%

Accounts

4,049

Average account

$396K

Employees

12

Advisory reps

13

Registered since

2012

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• James Barber Twining Chief Executive Officer CRD 1225894
• David Alden Dick Chief Compliance Officer CRD 4470567
• Gabriel Aaron Twining Chief Personnel Officer CRD 6570412

2 more executive officers, with direct contact details

Advisory reps 3 of 13

• Kelsey L Bouwman Investment Adviser Rep CRD 7247319
• David Alden Dick Investment Adviser Rep CRD 4470567
• Justin Lloyd Gross Investment Adviser Rep CRD 6723555

10 more advisory reps, with emails, phones and branch locations

Location

Headquarters

11 Bellwether Way Ste 301
Bellingham, WA 98225

County

Whatcom

Metro area

Bellingham, WA

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: financialplaninc.com

Every state, with registration dates

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