Financial Plan Revenue

Financial Services • Bellingham, Washington, United States • 11-20 Employees

Financial Plan revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Key Contact at Financial Plan

James B Twining

Founder, Ceo, Wealth Manager

Company overview

Headquarters	2115 Barkley Blvd, Suite 101, BELLINGHAM, Washington 98226, US
Phone number	+13607141234
Website	financialplaninc.com
NAICS	52
SIC	628
Keywords	Risk Management, Estate Planning, Asset Management, Retirement Planning, Wealth Management, Tax Planning, Client Education, Custom Financial Plans
Founded	1996
Employees	11-20
Socials

Financial Plan Email Formats

Financial Plan uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@financialplaninc.com), used 88.2% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@financialplaninc.com	88.2%
{first name}.{last name}	john.doe@financialplaninc.com	11.8%

About Financial Plan

Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we focus on building comprehensive, objective financial plans tailored to the unique financial situations of our clients.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

Financial Plan has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

Financial Plan has never raised funding before.

Financial Plan Tech Stack

Discover the technologies and tools that power Financial Plan's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Goober

JavaScript libraries

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

Frequently asked questions

Financial Plan is located in Bellingham, Washington, US.

You can reach Financial Plan at +13607141234.

Financial Plan generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.

Financial Plan has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Financial Plan was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Financial Plan has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Financial Plan

James B Twining

Founder, Ceo, Wealth Manager

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