This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Frontier momentumFoundation +more
- Established Date
- 08-13-1997
- Office Locations
- 1
Office Locations
About Financial Plan, Inc.
Financial Plan, Inc. is a fee-only RIA providing comprehensive, CFO-style planning and portfolio management for families and individuals with $1M+ investable assets. Clients receive a customized, integrated plan with dedicated advisory and operations support, including tax efficiencies, wealth transfer strategies, and philanthropic guidance. The investment approach emphasizes controlling risk, costs, taxes, and investor behavior over prediction; custody includes Pershing.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES BARBER TWINING
Certified Financial Planner, Chief Executive Officer
- CRD
- #1225894
- Ownership
- 25% but less than 50%
WILLIAM DEVIN WOLF
Chief Investment Officer
- CRD
- #5759493
- Ownership
- 25% but less than 50%
Wave capital
Fusion ridge optima
- CRD
- #59009
- Ownership
- 8.8%
Showing 2 of 5 owners & executives
Unlock allContacts
Justin Lloyd Gross
Financial Advisor, General Partner
- CRD
- #6723555
LYDIA CHUNG LOK
--
- CRD
- #6583198
Eagle capital
Bridge harbor vector
- CRD
- #51253
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,604,659,908 | $396,310 |
| Non-Discretionary | $0 | -- |
| Total | $1,604,659,908 | $396,310 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,604,659,908
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,664,164,617 | 21.1% |
| Equity - Exchange | $780,816,574 | 9.9% |
| Cash | $1,672,051,653 | 21.2% |
| Corporate - Investment Grade | $559,979,563 | 7.1% |
| Equity - OTC | $1,679,938,689 | 21.3% |
| U.S. Government/Agency | $1,530,085,004 | 19.4% |
| Total | $7,887,036,100 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL CREST | GLACIER DELTA | 62OJHAICW | JYT | 2.82% | $69,078,529 |
| CATALYST TIMBER | CATALYST MERIDIAN | PRLL962VV | AMI | 0.81% | $14,469,655 |
| MATRIX CATALYST ZENITH | OPTIMA UNISON | TF53OG84E | GCI | 11.58% | $9,781,181 |
| ELEMENT INSIGHT | NORTH RIDGE | KVE3XRIDP | SZJW | 5.23% | $36,125,475 |
| TIMBER SIGNAL WAVE | MERIDIAN CATALYST | UZZARDGJB | TAAAR | 0.95% | $62,741,940 |
| HARBOR QUANTUM GLACIER | FOUNDATION INSIGHT | T0ZEWH0P6 | SXV | 12.47% | $82,764,157 |
| MATRIX RADIAL | WAVE VALUE | LF5X0HHNW | PQT | 3.15% | $99,848,294 |
| HARBOR CREST | RADIAL VECTOR | 4WBD4TEBI | QPLKA | 3.14% | $80,143,098 |