Firm
Financial Plan
Bellingham, Washington
Fee-only
Financial Plan at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 13 advisors are listed here; 8 of 13 hold the CFP.
- Its Form ADV reports 12 employees and 905 individual clients, 309 of them high net worth.
- Its average account is about $396,000 (assets it manages divided by its 4,049 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Washington median of $4,500.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellingham, Washington |
|---|---|
| Website | financialplaninc.com |
| [email protected] | |
| Phone | (360) 714-1234 |
Financial Plan fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"our minimum advisory expense is $2,500 per quarter, which includes management of the first $1Mil of investable assets" source
"Financial Plan works exclusively with families and individuals with $1M+ in investible assets" source
"On the next $1 Million to $2 Million 0.20% of assets under management" source
"Financial Plan Retainer $2,500, includes the first $1M under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 596 |
| High-net-worth clients | 309 |
| Accounts managed | 4,049 |
| Employees | 12 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-77339) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 116073 |