# FINANCIAL PLAN, INC.

FINANCIAL PLAN, INC. of BELLINGHAM, WA is an SEC-registered investment adviser.

## Registration

- CRD: 116073
- Type: SEC-registered investment adviser
- SEC file number: 801-77339
- Location: 11 BELLWETHER WAY, SUITE 301, BELLINGHAM, WA, 98225-2956
- Phone: 360-714-1234
- Latest filing: 2026-03-16
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 12
- Accounts: 4,049

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| James Barber Twining | CHIEF EXECUTIVE OFFICER | — |
| David Alden Dick | CHIEF COMPLIANCE OFFICER | — |
| William Devin Wolf | CHIEF INVESTMENT OFFICER | — |
| Nathan James Twining | CHIEF TECHNOLOGY OFFICER | — |
| Gabriel Aaron Twining | CHIEF PERSONNEL OFFICER | — |
| TWINING JAMES BARBER | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| DICK DAVID ALDEN | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| WOLF WILLIAM DEVIN | CHIEF INVESTMENT OFFICER | — |
| TWINING NATHAN JAMES | CHIEF TECHNOLOGY OFFICER | — |
| Twining Gabriel Aaron | CHIEF PERSONNEL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116073/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116073/similar
- Related entities: https://search.stillhousedata.com/firm/116073/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116073

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.