Justin Gross is a CFP-designated registered investment advisor at Financial Plan, INC., based in Bellingham, WA, with 9 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 4 more. Their firm serves 846 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Due to the breadth and depth of our advisory services, we charge a minimum advisory fee of $2,500 per quarter, which includes management of the first $1 million of investable assets. For assets above $1 million, our advisory fee is based on a cumulative, tiered fee schedule that includes a gradually reduced annual fee as the amount of managed assets increases.
Fee Estimator
Contact
Justin Gross
Location
11 Bellwether Way, Suite 301, Bellingham, WA, 98225-2956
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Plan, INC.
State Registrations2 states
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