Gabriel Twining
Financial Plan · Bellingham, Washington
Gabriel Twining is a fee-only financial advisor at Financial Plan in Bellingham, Washington, who holds the CFP credential. Gabriel charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and a $1,000,000 asset minimum) and focuses on estate & legacy planning and retirement planning.
Request an introduction to Gabriel →
Specialties
Facts
| Firm | Financial Plan |
|---|---|
| Based in | Bellingham, Washington |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · A $1,000,000 asset minimum |
| Assets under management | $1.60B across 4,049 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 6570412 |
| Exams passed | Series 65 (2016) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.financialplaninc.com |
| Profile |
How Gabriel's firm compares
- Ongoing planning starts at $10,000 a year, above the Washington median of $4,500 for fee-only firms that publish prices.
- Financial Plan's average account is about $396,000, from its Form ADV (assets managed divided by 4,049 accounts).
Request an introduction to Gabriel
Tell Gabriel a little about what you're looking for. Gabriel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gabriel
Is Gabriel Twining a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gabriel holds no broker registration, and Financial Plan reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gabriel charge for financial advice?
Gabriel charges a percentage of assets and an ongoing planning fee.
How much does Gabriel charge?
According to Financial Plan's website, checked October 30, 2026: ongoing planning from $10,000 a year; a $1,000,000 asset minimum.
Where is Gabriel Twining based?
Gabriel Twining is based in Bellingham, Washington.
What does Gabriel specialize in?
Gabriel's specialties include estate & legacy planning and retirement planning.
What credentials does Gabriel Twining hold?
Gabriel Twining holds the CFP credential.
Is Gabriel Twining registered with the SEC?
Yes. Gabriel Twining is registered as an investment adviser representative in TX and WA (CRD 6570412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Plan manage?
Financial Plan reports $1.60B across 4,049 accounts in assets under management.
How do I contact Gabriel Twining?
Through Gabriel's website, www.financialplaninc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Financial Plan website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.