Levi Westra
Financial Plan · Bellingham, Washington
Levi Westra is a fee-only financial advisor at Financial Plan in Bellingham, Washington. Levi 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.
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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 |
| SEC registration | Investment adviser representative in WA · CRD 8225893 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.financialplaninc.com |
How Levi'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).
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Questions about Levi
Is Levi Westra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Levi 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 Levi charge for financial advice?
Levi charges a percentage of assets and an ongoing planning fee.
How much does Levi 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 Levi Westra based?
Levi Westra is based in Bellingham, Washington.
What does Levi specialize in?
Levi's specialties include estate & legacy planning and retirement planning.
Is Levi Westra registered with the SEC?
Yes. Levi Westra is registered as an investment adviser representative in WA (CRD 8225893), 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 Levi Westra?
Through Levi'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.
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