James Twining | Financial Advisor - Nerdwallet
James Twining

James Twining

CFP®
  • About James
  • Questions & Answers

Advisor Details

Contact Advisor
Company
President at Financial Plan, Inc
Address
103 E Holly St, Suite 505
Bellingham WA, 98225
Phone
(503) 549-1246
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About James

Experienced CFP, fee-only, Independent RIA, passive investment philosophy, DFA qualified

I believe that investors have been taken advantage of by the investment industry for far too long. I want investors to have a more positive experience; to rely upon unselfish advisors who honor their values and care about them as people; to have some semblance of financial security and to achieve success.

My experience as a broker taught me the dark side of the investment business; the obsession over sales and revenue, the hidden costs, the conflicts of interest, and the lack of interest in delivering comprehensiv...

Education

  • , , Loyola Marymount Univesity, University of Southern California

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

Executives
People near retirement
Seniors

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.