Financial Plan, Inc. fees and pricing

Financial planner in Bellingham, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Financial Plan, Inc. charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “We also offer investment consultation or financial planning services billed at the following flat hourly rates: $500/hour (Lead Advisor) $250/hour (Associate Advisor) $150/hour (Operations Director) 4 FINANCIAL PLAN, INC.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for a partial quarter at the commencement or termination of an agreement will be prorated based on the number of days the account was open during the quarter.”
“We may modify the terms of the fee agreement by giving clients 60 days written notice in advance, or by written authorization by clients.”
“Upon termination of any account, any fees that have been earned by advisor but not yet paid by Client will be immediately due and payable.”

Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
7 of the 8 other planners in Bellingham that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.2% a year
Clients: 905
Employees: 12
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,604,659,908
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 116073
Website: facebook.com/financialplaninc (opens in new tab)
Phone: (360) 714-1234

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.