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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FusionNorth delta +more
- Established Date
- 06-18-2010
- Office Locations
- 1
Office Locations
About Commencement Financial Planning LLC
Commencement Financial Planning is an independent, fee-only fiduciary providing comprehensive financial planning and wealth management for individuals and families in the Tacoma, WA area. The firm builds low-cost, data-driven portfolios grounded in academic research, with an emphasis on tax efficiency, estate and wealth transfer planning, and philanthropic strategies. Led by a CPA with extensive tax and estate experience, client assets are primarily custodied at Schwab and the firm is a NAPFA member.
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Owner & Executives
TROY AARON SAPP
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, CLO
- CRD
- #5803551
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $121,700,000 | $590,777 |
| Total | $121,700,000 | $590,777 |
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Separately Managed Accounts
Total SMA Asset: $121,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,561,658,589 | 44.0% |
| Equity - Exchange | $2,410,287,854 | 41.4% |
| Cash | $850,004,896 | 14.6% |
| Total | $5,821,951,339 | 100.0% |