Mailinh Vu
Financial Plan · Bellingham, Washington
Mailinh Vu is a fee-only financial advisor at Financial Plan in Bellingham, Washington. Mailinh 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 Mailinh →
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 8194722 |
| Exams passed | Series 65 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.financialplaninc.com |
How Mailinh'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 Mailinh
Tell Mailinh a little about what you're looking for. Mailinh 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 Mailinh
Is Mailinh Vu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mailinh 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 Mailinh charge for financial advice?
Mailinh charges a percentage of assets and an ongoing planning fee.
How much does Mailinh 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 Mailinh Vu based?
Mailinh Vu is based in Bellingham, Washington.
What does Mailinh specialize in?
Mailinh's specialties include estate & legacy planning and retirement planning.
Is Mailinh Vu registered with the SEC?
Yes. Mailinh Vu is registered as an investment adviser representative in WA (CRD 8194722), 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 Mailinh Vu?
Through Mailinh'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.