Margaret Bartelt is a CFP-designated registered investment advisor at Flow Financial Planning, L.L.C., based in Bellingham, WA, with 9 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 66 clients with $94M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Current clients are grandfathered into the previous fee schedule unless a move to the current fee schedule is mutually agreed upon via written agreement.
Fee Estimator
Location
Bellingham, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Flow Financial Planning, L.L.C.
State Registrations4 states
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