COMMENCEMENT FINANCIAL PLANNING LLC

COMMENCEMENT FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 154056). Regulatory assets under management: $121.7M.

Registration

• CRD: 154056
• SEC file number: 801-135751
• Type: Registered investment adviser
• Phone: 253-820-6432
• Latest filing: 2026-03-23
• Regulatory AUM: $121.7M
• Non-discretionary AUM: $121.7M
• Clients: 1
• Accounts: 206

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154056 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search