FINANCIAL PLAN, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,604,659,908
Discretionary
$1,604,659,908
Non-discretionary
$0
Firm details
- CRD number
- 116073
- SEC file number
- 801-77339
- Main office
- BELLINGHAM, WA, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.