Meg Bartelt
Flow Financial Planning · Bellingham, Washington
Meg Bartelt is a fee-only financial advisor at Flow Financial Planning in Bellingham, Washington, who holds the CFP, MSFP and RICP credentials. Flow Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Meg →
Facts
| Firm | Flow Financial Planning |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $94.1M across 286 accounts |
| Credentials | CFP · MSFP · RICP |
| SEC registration | Investment adviser representative in CA, NY, WA · CRD 6619860 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Meg's firm compares
- Flow Financial Planning's average account is about $329,000, from its Form ADV (assets managed divided by 286 accounts).
Request an introduction to Meg
Tell Meg a little about what you're looking for. Meg 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 Meg
Is Meg Bartelt a fee-only financial advisor?
Yes. Meg Bartelt is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Meg's firm.
How does Meg charge for financial advice?
Meg's firm, Flow Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Meg Bartelt based?
Meg Bartelt is based in Bellingham, Washington.
What credentials does Meg Bartelt hold?
Meg Bartelt holds the CFP, MSFP and RICP credentials.
Is Meg Bartelt registered with the SEC?
Yes. Meg Bartelt is registered as an investment adviser representative in CA, NY and WA (CRD 6619860), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Flow Financial Planning manage?
Flow Financial Planning reports $94.1M across 286 accounts in assets under management.
How do I contact Meg Bartelt?
Contact details aren't on file yet. Search for Flow Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.