F
$94.1M Total AUM
$94.1M Disc. AUM
-- 3Y CAGR
2 Employees
66 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2016
- Office Locations
- 1
Office Locations
-- Bellingham WA
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.
Team overview
-- AVG AGE
$94.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
CRM
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Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
M
Margaret Helen Bartelt
President
- CRD
- #6619860
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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