| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alden Dick Control | Chief Compliance Officer | 10-25% | 2018 |
| Gabriel Aaron Twining Control | Chief Personnel Officer | 5-10% | 2020 |
| James Barber Twining Control | Chief Executive Officer | 25-50% | 1997 |
Financial Plan, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
Financial Plan, Inc. reports 16 employees.
Financial Plan, Inc. is based in Bellingham, WA and has been SEC-registered since 2012.
Financial Plan, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 |
| Phone | 360-714-1234 |
| Fax | 360-738-3125 |
| Office hours | 9 To 5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.23B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.23B |