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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-26-2016
- Office Locations
- 1
Office Locations
About Flow Financial Planning, L.l.c.
Flow Financial Planning is a Washington-based RIA founded in 2016 by Meg Bartelt, focused on mid-career women in the tech industry. The firm advises on equity compensation (RSUs, options, ESPPs), IPO and pre-IPO transitions, tax-aware planning, job changes and workplace benefits, and charitable giving. Client portfolios are primarily ETF-based, with Schwab as a custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 66 clients, or 66 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Flow Financial Planning, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Margaret Helen Bartelt
President
- CRD
- #6619860
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,074,148 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,074,148 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Flow Financial Planning, L.l.c. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.