Overview
Assets Under Management: $362 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Frequently Asked Questions
FELLOWSHIP FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330347), FELLOWSHIP FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
FELLOWSHIP FINANCIAL PLANNING, LLC is headquartered in SPOKANE, WA.
FELLOWSHIP FINANCIAL PLANNING, LLC serves 85 high-net-worth clients according to their SEC filing dated April 25, 2025. View client details ↓
According to their SEC Form ADV, FELLOWSHIP FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FELLOWSHIP FINANCIAL PLANNING, LLC manages $362 million in client assets according to their SEC filing dated April 25, 2025.
According to their SEC Form ADV, FELLOWSHIP FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,058
Discretionary Accounts: 2,058
Regulatory Filings
CRD Number: 330347
Filing ID: 1983270
Last Filing Date: 2025-04-25 12:15:00
Website: https://fellowshipfp.com