Fellowship Financial Planning
Fellowship Financial Planning is an SEC-registered mass-market adviser in Spokane, WA with $465.3M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Fellowship Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330347, SEC 801-129755, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $465.3M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Spokane, WA
- Employees
- 12
- Clients
- 1,130
- CRD
- 330347
- Ownership
- HEACOCK, RYAN; ELLISON, JENNIFER, JOSIANNE
How much AUM does Fellowship Financial Planning have?
Fellowship Financial Planning reported $465.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Fellowship Financial Planning?
Disclosed owners and executives of Fellowship Financial Planning include HEACOCK, RYAN, ELLISON, JENNIFER, JOSIANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.