Financial Plan, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

116073

SEC number

801-77339

Firm type

RIA

Assets under management

$1.6B as of Mar 16, 2026

Website

www.facebook.com/FINANCIALPLANINC ↗

Phone

360-714-1234

Address

11 Bellwether Way, Suite 301, Bellingham, WA, 98225-2956

Advisors at this firm

13 in our index · page 1 of 1

• David Alden DickCRD 4470567 · Bellingham, WA
  IA Registered
• Justin Lloyd GrossCRD 6723555 · Bellingham, WA
  IA Registered
• Lydia Chung LokCRD 6583198 · Bellingham, WA
  IA RegisteredRegistration inactive
• Kelsey Lynn Bouwman MartinCRD 7247319 · Bellingham, WA
  IA Registered
• Dillon Augustus QuintanaCRD 7756878 · Bellingham, WA
  IA Registered
• James Barber TwiningCRD 1225894 · Bellingham, WA
  IA Registered
• Nathan James TwiningCRD 6142269 · Bellingham, WA
  IA Registered
• Gabriel Aaron TwiningCRD 6570412 · Bellingham, WA
  IA Registered
• Quinn Thomas VicarsCRD 7396872 · Bellingham, WA
  IA Registered
• Mailinh Rose Tenorio VuCRD 8194722 · Bellingham, WA
  IA Registered
• William Devin WolfCRD 5759493 · Bellingham, WA
  IA Registered
• Levi Brian WestraCRD 8225893 · Bellingham, WA
  IA Registered
• Andrew Martin ZenderCRD 7245389 · Bellingham, WA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.