Insights

High-value market Established fee-only RIA with $25M-$50M revenue signaling strong advisory capacity and a client base likely seeking objective wealth management, presenting a target for premium advisory services, expanded asset management, and fiduciary-aligned planning enhancements.

Growth potential Small to midsized firm with 11-50 employees in a growth phase offers cross-sell opportunities across asset management, retirement, tax and estate planning, as well as potential scale benefits with advanced planning software and expanded service lines.

CFP differentiation All planners hold CFP designations, highlighting credibility and a defensible value proposition for marketing to individuals and families seeking comprehensive, objective financial planning and fiduciary assurance.

Tech and analytics Existing tech stack includes analytics tools and hosting/CDN services; opportunities exist to upsell enhanced client portal, performance reporting, financial planning software integrations, and marketing automation to attract and retain clients.

Competitive positioning Positioned among large incumbents and mid-market RIAs with strong revenue but lean employee base; potential to win market share through personalized service, fee transparency, and tailored retirement/tax planning for local and regional clients.

Financial Plan, Inc. Tech Stack

Financial Plan, Inc. uses 8 technology products and services including CallRail, gstatic.com, RSS, and more. Explore Financial Plan, Inc.'s tech stack below.

CallRail

Call Tracking

gstatic.com

Content Delivery Network

RSS

Content Management System

Open Graph

Content Management System

Shopify

E-commerce

jQuery Migrate

Javascript Libraries

Google Analytics

Web Analytics

InMotion Hosting

Web Hosting

Financial Plan, Inc. Email Formats	Example	Percentage
First.Last@financialplaninc.com	John.Doe@financialplaninc.com	100%

Financial Plan, Inc. Email Formats

Example

Percentage

First.Last@financialplaninc.com

John.Doe@financialplaninc.com

100%

Frequently Asked Questions

What is Financial Plan, Inc.'s phone number?

You can contact Financial Plan, Inc.'s main corporate office by phone at

+1-360-714-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Plan, Inc.'s official website and social media links?

Financial Plan, Inc.'s official website is financialplaninc.com and has social profiles on LinkedIn.

How much revenue does Financial Plan, Inc. generate?

As of August 2026, Financial Plan, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Financial Plan, Inc.'s NAICS code?

Financial Plan, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Financial Plan, Inc. have currently?

As of August 2026, Financial Plan, Inc. has approximately 19 employees across 1 continents, including North America. Key team members include Associate Advisor: A. Z. C.Associate Advisor: K. M.. Explore Financial Plan, Inc.'s employee directory with LeadIQ.

What industry does Financial Plan, Inc. belong to?

Financial Plan, Inc. operates in the Financial Services industry.

What technology does Financial Plan, Inc. use?

Financial Plan, Inc.'s tech stack includes CallRailgstatic.comRSSOpen GraphShopifyjQuery MigrateGoogle AnalyticsInMotion Hosting.

What is Financial Plan, Inc.'s email format?

Financial Plan, Inc.'s email format typically follows the pattern of First.Last@financialplaninc.com. Find more Financial Plan, Inc. email formats with LeadIQ.

When was Financial Plan, Inc. founded?

Financial Plan, Inc. was founded in 1996.

Financial Plan, Inc.

Q: How many employees does Financial Plan, Inc. have currently?

Financial Plan, Inc. has approximately 19 employees.

Q: What technology does Financial Plan, Inc. use?

Financial Plan, Inc.'s tech stack includes Google Analytics, Jetpack, oEmbed, TablePress, Yoast SEO.

Q: What is Financial Plan, Inc.'s NAICS code?

Financial Plan, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesWashington, United States11-50 Employees

Financial Plan, Inc. is a fee-only Registered Investment Advisor based in Bellingham, Washington. The firm delivers wealth management services such as asset management, risk management, retirement planning, tax planning, and estate planning through planners who all hold the CFP designation. It focuses on creating comprehensive, objective financial plans tailored to each client’s unique financial situation. 

In the financial services industry, the company operates as a fee-only advisory practice, providing guidance that is not tied to commissions. Based in the Bellingham area, it serves clients with a small to mid-sized team dedicated to personalized planning.

Insights

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