Financial Plan Inc. Goes Completely Independent

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Bellingham firm becomes Washington’s largest fee-only Registered Investment Advisor north of Everett

Financial Plan Inc. has re-launched as a completely independent Registered Investment Advisory firm, making them the largest fee-only RIA north of Everett, based on assets under management. Their new fee-only business structure works toward eliminating conflicts of interest, resulting in the most elite and objective advice for clients.

As a wholly independent firm, FP Inc. has no commissionable products for their advisors to sell and is held strictly to the fiduciary standard, allowing their advice to be completely objective and in the best interest of the clients they serve. In-house compliance will enable rapid and direct communication while updated communication channels will make it simple for clients to gain important account information and updates.

James Twining, President of FP Inc. states, “This marks an exciting evolution in Financial Plan’s history. Becoming completely independent builds cost efficiencies for both our firm and our clients. We have also been able to expand our staff during difficult economic times; bringing on new research expertise and technological capabilities.”

This change has been marked by a full re-launch of the company’s website at

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About Financial Plan Inc.
Founded in 1996, Financial Plan Inc. is an independent, full service Registered Investment Advisory firm based in Bellingham, Washington. All of Financial Plan’s advisors are CFP® Practitioners with a wide range of licenses and financial experience. With a time-proven investment philosophy and track record of superior client service, Financial Plan Inc. focuses on providing straightforward, object advice and education to help clients obtain their financial goals. Visit for more information.

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