← Directory
FELLOWSHIP FINANCIAL PLANNING
Legal name: FELLOWSHIP FINANCIAL PLANNING, LLC
CRD 330347File 801-129755
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$465.3M
Above cohort median (national)
Discretionary AUM
$465.3M
Clients
1,130
2,474 accounts
Employees
12
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 22, 2024
- Principal office
- 502 W RIVERSIDE AVE, SUITE 201, SPOKANE, WA, 99201
- Phone
- 5094739483
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $465.3M
- Discretionary AUM
- $465.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,474
- Non-discretionary accounts
- 0
- Total accounts
- 2,474
- AUM per client
- $412K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $223.1M |
| Individuals (other than high net worth individuals) | 1,005 | $242.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.