Fellowship Financial Planning, LLC
● SEC registered since 2024CRD 330347SEC# 801-129755Spokane, WA
Reg. AUM
$465.3M
Employees
12
Accounts
2,474
Location
Spokane, WA
Fellowship Financial Planning, LLC assets under management
Fellowship Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2024. It reports $465.3 million in regulatory assets under management and employs 12 people.
Fellowship Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Josianne Ellison | Chief Compliance Officer | Under 5% | 2024 |
| Ryan Heacock Control | Principal | Over 75% | 2024 |
Frequently asked questions
How much does Fellowship Financial Planning, LLC manage?
Fellowship Financial Planning, LLC reports $465.3 million in regulatory assets under management on its Form ADV.
How many employees does Fellowship Financial Planning, LLC have?
Fellowship Financial Planning, LLC reports 12 employees.
Where is Fellowship Financial Planning, LLC located?
Fellowship Financial Planning, LLC is based in Spokane, WA and has been SEC-registered since 2024.
Does Fellowship Financial Planning, LLC disclose fund performance?
Fellowship Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 502 W Riverside Ave, Suite 201, Spokane, WA 99201 |
| Phone | 5094739483 |
| Office hours | 8-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$465.3M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$465.3Mregulatory AUM
Discretionary $465.3M