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FELLOWSHIP FINANCIAL PLANNING
FELLOWSHIP FINANCIAL PLANNING, LLC
CRD 330347 · SEC 801-129755
502 W RIVERSIDE AVE, SUITE 201, SPOKANE, WA, 99201, United States
Phone
5094739483
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$465.3M
Discretionary AUM
$465.3M
Team
12 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1005 | $242.3M |
| High net worth individuals | 125 | $223.1M |
States served
AZ, CA, ID, MT, OR, WA, TX, FL
All web addresses on file
- https://www.fellowshipfinancialplanning.com
- https://www.fellowshipfp.com
- https://www.linkedin.com/in/ryan-heacock-ffp/
- https://www.linkedin.com/in/marshall-williams-aif%C2%AE-247568a3/
- https://www.linkedin.com/in/jon-greene-449b79233/
- https://www.linkedin.com/in/jon-davis-cfp%C2%AE-aa0484247/
- https://www.linkedin.com/in/zach-lipton-7a8413a9/
Official SEC filing: View on IAPD