Registered investment advisory firm Financial Plan Inc. goes independent

Financial Plan Inc., a Bellingham-based full service registered investment advisory firm, has relaunched as an independent company.

A registered investment adviser is one who is registered with the Securities and Exchange Commission or a state securities agency.

The move makes Financial Plan the largest fee-only advisory firm north of Everett, based on assets under management. Its new fee-only business structure is designed to eliminate conflicts of interest. As an independent firm, Financial Plan advisers will have no commissionable products to sell.

“This marks an exciting evolution in Financial Plan’s history,” James Twining, the firm’s president, said in a March 22 press release. “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.”

The company is online at




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