# William Wolf

> William Wolf is a fee-only financial advisor at Financial Plan in Bellingham, Washington, who holds the CFP credential. William 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.

Page: https://find.wellspent.co/advisors/william-wolf/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $1.60B across 4,049 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning
- **CRD:** 5759493 (https://adviserinfo.sec.gov/individual/summary/5759493)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2010)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.financialplaninc.com

## Frequently asked questions

### Is William Wolf a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

William charges a percentage of assets and an ongoing planning fee.

### How much does William 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 William Wolf based?

William Wolf is based in Bellingham, Washington.

### What does William specialize in?

William's specialties include estate & legacy planning and retirement planning.

### What credentials does William Wolf hold?

William Wolf holds the CFP credential.

### Is William Wolf registered with the SEC?

Yes. William Wolf is registered as an investment adviser representative in WA (CRD 5759493), 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 William Wolf?

Through William's website, www.financialplaninc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5759493): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://financialplaninc.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.