William Wolf
Financial Plan · Bellingham, Washington
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.
Request an introduction to William →
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 WA · CRD 5759493 |
| Exams passed | Series 66 (2010) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.financialplaninc.com |
How William'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 William
Tell William a little about what you're looking for. William 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 William
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.
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.