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FINANCIAL PLAN, INC.

Financial Advisor serving Bellingham, Washington · 1 of 20 financial advisors in the area

📍 11 BELLWETHER WAY, SUITE 301, BELLINGHAM, WA 98225
📞 (360) 714-••••
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📍 11 BELLWETHER WAY, SUITE 301, BELLINGHAM, WA 98225

About FINANCIAL PLAN, INC.

FINANCIAL PLAN, INC. is a financial advisor located in Bellingham, Washington. As a local financial advisor, they serve Bellingham and surrounding communities in Washington. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Bellingham should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Washington securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Bellingham

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Bellingham may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Bellingham

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Bellingham?
Financial Advisors in Bellingham typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Bellingham?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 20 financial advisors in Bellingham to choose from.
Does FINANCIAL PLAN, INC. offer free quotes?
Contact FINANCIAL PLAN, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

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Guardian Northwest Title & Escrow

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First Federal

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Edward Jones

119, North Commercial Street, Bellingham, WA, 98225