FINANCIAL PLAN, INC.
CRD #116073 SEC #801-77339 BELLINGHAM, WA 360-714-1234
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
16
Clients
26
Accounts
3,742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $0 | 16 | 27 |
| Dec 2024 | $1.1B | $1.1B | $0 | 17 | 14 |
| Feb 2024 | $1.1B | $1.1B | $0 | 17 | 14 |
| Mar 2023 | $845.1M | $845.1M | $0 | 15 | 11 |
| Jan 2023 | $935.9M | $935.9M | $0 | 14 | 39 |
| Aug 2022 | $935.9M | $935.9M | $0 | 14 | 39 |
| Mar 2022 | $935.9M | $935.9M | $0 | 14 | 39 |
| Sep 2021 | $713M | $713M | $0 | 12 | 23 |
| Aug 2021 | $713M | $713M | $0 | 12 | 23 |
| Mar 2021 | $713M | $713M | $0 | 12 | 23 |
| Jun 2020 | $567.2M | $567.2M | $0 | 13 | 22 |
| Mar 2020 | $567.2M | $567.2M | $0 | 13 | 22 |
| Mar 2019 | $465.9M | $465.9M | $0 | 11 | 27 |
| Mar 2018 | $405.2M | $405.2M | $0 | 9 | 25 |
| Jan 2017 | $316.1M | $316.1M | $0 | 8 | 500 |
| Dec 2016 | $254.8M | $254.7M | $33.6K | 7 | 500 |
| Feb 2016 | $254.8M | $254.7M | $33.6K | 7 | 500 |
| Jan 2016 | $254.8M | $254.7M | $33.6K | 7 | 500 |
| Jan 2015 | $225.7M | $225.7M | $44.8K | 6 | 400 |
| Oct 2014 | $199.3M | $199.2M | $48.6K | 6 | 400 |
| Mar 2014 | $199.3M | $199.2M | $48.6K | 6 | 400 |
| Nov 2013 | $187.5M | $187.4M | $53.8K | 6 | 400 |
| Nov 2013 | $149.4M | $148.5M | $887.2K | 6 | 400 |
| Mar 2013 | $149.4M | $148.5M | $887.2K | 6 | 400 |
| Jan 2013 | $142.3M | $141.4M | $888.2K | 5 | 1 |
| Oct 2012 | $142.3M | $141.4M | $888.2K | 5 | 1 |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients27
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients14
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients14
DateMar 2023
Total AUM$845.1M
Discretionary$845.1M
Non-Disc.$0
Employees15
Clients11
DateJan 2023
Total AUM$935.9M
Discretionary$935.9M
Non-Disc.$0
Employees14
Clients39
DateAug 2022
Total AUM$935.9M
Discretionary$935.9M
Non-Disc.$0
Employees14
Clients39
DateMar 2022
Total AUM$935.9M
Discretionary$935.9M
Non-Disc.$0
Employees14
Clients39
DateSep 2021
Total AUM$713M
Discretionary$713M
Non-Disc.$0
Employees12
Clients23
DateAug 2021
Total AUM$713M
Discretionary$713M
Non-Disc.$0
Employees12
Clients23
DateMar 2021
Total AUM$713M
Discretionary$713M
Non-Disc.$0
Employees12
Clients23
DateJun 2020
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees13
Clients22
DateMar 2020
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees13
Clients22
DateMar 2019
Total AUM$465.9M
Discretionary$465.9M
Non-Disc.$0
Employees11
Clients27
DateMar 2018
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees9
Clients25
DateJan 2017
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees8
Clients500
DateDec 2016
Total AUM$254.8M
Discretionary$254.7M
Non-Disc.$33.6K
Employees7
Clients500
DateFeb 2016
Total AUM$254.8M
Discretionary$254.7M
Non-Disc.$33.6K
Employees7
Clients500
DateJan 2016
Total AUM$254.8M
Discretionary$254.7M
Non-Disc.$33.6K
Employees7
Clients500
DateJan 2015
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$44.8K
Employees6
Clients400
DateOct 2014
Total AUM$199.3M
Discretionary$199.2M
Non-Disc.$48.6K
Employees6
Clients400
DateMar 2014
Total AUM$199.3M
Discretionary$199.2M
Non-Disc.$48.6K
Employees6
Clients400
DateNov 2013
Total AUM$187.5M
Discretionary$187.4M
Non-Disc.$53.8K
Employees6
Clients400
DateNov 2013
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$887.2K
Employees6
Clients400
DateMar 2013
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$887.2K
Employees6
Clients400
DateJan 2013
Total AUM$142.3M
Discretionary$141.4M
Non-Disc.$888.2K
Employees5
Clients1
DateOct 2012
Total AUM$142.3M
Discretionary$141.4M
Non-Disc.$888.2K
Employees5
Clients1