# Fellowship Financial Planning

> Fellowship Financial Planning is an SEC-registered investment advisory firm in Spokane, WA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 330347
- Filed as: FELLOWSHIP FINANCIAL PLANNING
- Legal name: Fellowship Financial Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330347
- AdvisorCensus page: https://advisorcensus.com/firm/fellowship-financial-planning-spokane-wa-330347

## Quick answers

**How is Fellowship Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Fellowship Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Fellowship Financial Planning located?**
Fellowship Financial Planning's principal office is in Spokane, WA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fellowship Financial Planning registered with the SEC or a state?**
Fellowship Financial Planning is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330347.

**How much does Fellowship Financial Planning manage?**
Fellowship Financial Planning reports $465,326,040 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**How have Fellowship Financial Planning's assets and staff changed since 2024?**
In the Form ADV data for Fellowship Financial Planning: Regulatory assets under management: $312,733,630 in the October 2024 data and $465,326,040 in the October 2026 data, up 49%. Total employees: 9 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fellowship Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,005); high net worth individuals (125).

**Which custodians does Fellowship Financial Planning use?**
Fellowship Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fellowship Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330347

**What changed in Fellowship Financial Planning's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $362,365,828 to $465,326,040 (+28%). Employees performing advisory functions went from 6 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $465,326,040
- Discretionary: $465,326,040
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,005 | $242,256,207 |
| High net worth individuals | 125 | $223,069,833 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, MT, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Coeur D'Alene, ID

### Websites listed on Form ADV (Item 1.I)
- fellowshipfinancialplanning.com
- fellowshipfp.com
- LinkedIn @jon-davis-cfp®-aa0484247
- LinkedIn @jon-greene-449b79233
- LinkedIn @marshall-williams-aif®-247568a3
- LinkedIn @ryan-heacock-ffp
- LinkedIn @zach-lipton-7a8413a9

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $312,733,630 | 9 | July 5, 2024 |
| October 2025 | $362,365,828 | 9 | April 25, 2025 |
| October 2026 | $465,326,040 | 12 | August 3, 2026 |

Regulatory assets under management: $312,733,630 in the October 2024 data and $465,326,040 in the October 2026 data, up 49%.
Total employees: 9 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $362,365,828 to $465,326,040 (+28%).
- Employees performing advisory functions went from 6 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fellowship Financial Planning (CRD 330347): Form ADV filing data as of October 2026.