FELLOWSHIP FINANCIAL PLANNING

FELLOWSHIP FINANCIAL PLANNING of SPOKANE, WA is an SEC-registered investment adviser (CRD 330347). Regulatory assets under management: $465.3M.

Registration

• CRD: 330347
• SEC file number: 801-129755
• Type: Registered investment adviser
• Location: 502 W RIVERSIDE AVE, SUITE 201, SPOKANE, WA, 99201
• Phone: 5094739483
• Latest filing: 2026-08-03
• Regulatory AUM: $465.3M
• Discretionary AUM: $465.3M
• Clients: 12
• Accounts: 2,474

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330347 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search