Nathan Twining is a CFP-designated registered investment advisor at Financial Plan, INC., based in Bellingham, WA, with 13 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 924 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.20% |
| $2.0M - $3.0M | 0.15% |
| $3.0M - $4.0M | 0.10% |
| $4.0M - $10.0M | 0.05% |
| $10M+ | 0.03% |
The firm charges a minimum fee of $2,500 per quarter ($10,000 annually), which covers the first $1 million of investable assets, resulting in an effective rate of 1.0% for the first million.
Fee Estimator
Location
11 Bellwether Way, Suite 301, Bellingham, WA, 98225-2956
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Plan, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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