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FINANCIAL PLAN, INC.
Tel: 360-714-1234
2115 Barkley Blvd. Suite 101
Bellingham, Washington 98226
FINANCIAL PLAN, INC.
FINANCIAL PLAN, INC. is a Bellingham, Washington based financial advisory firm with nearly $1,053,171,705 in assets under management and provides investment advisory services for 3426 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
116073
SEC#:
801-77339
No. of Clients:
3426
Assets under Management
$1,053,171,705
No. of Advisors:
17
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