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Fellowship Financial Planning

Fellowship Financial Planning. CRD 330347

Fellowship Financial Planning logo

CRD: 330347

Fellowship Financial Planning

Spokane, WA, 99201
5094739483
www.fellowshipfp.com
$465.3M Total AUM
$465.3M Disc. AUM
-- 3Y CAGR
12 Employees
1,130 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail
Platforms
--
Established Date
02-01-2024
Office Locations
1

Office Locations

502 W Riverside AVE, Suite 201 Spokane WA

About Fellowship Financial Planning

Fellowship Financial Planning is a Spokane, WA-based advisory firm serving retail clients, including business owners. The team provides financial planning and insurance guidance alongside portfolio management focused on asset allocation, using mutual funds, ETFs, fixed income, and real estate exposure. Primary custodian: LPL Financial.

Team overview

43 AVG AGE
$66.5M AVG AUM / ADVISOR
$411.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Bridge Vertex foundation

Client Personas

Prime

Investment Themes

Insight zenith Zenith

Investment Vehicles

Signal

Services

Beacon value Pathway

Owner & Executives

RYAN HEACOCK

RYAN HEACOCK

Financial Advisor, General Partner, PRINCIPAL

CRD
#5519791
Ownership
75% or more
(681) 517-5913
momentum.insight@quantumcapital.com
in linkedin.com/in/oak-value
J

JENNIFER JOSIANNE ELLISON

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(638) 967-3804
ridge.crest@momentumcapital.com
in linkedin.com/in/vector-ember

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Contacts

JONATHAN MICHAEL DAVIS

JONATHAN MICHAEL DAVIS

Financial Advisor

CRD
#6163013
(952) 544-6687
insight.signal@zenithcapital.com
in linkedin.com/in/signal-radial
JON EDWARD GREENE

JON EDWARD GREENE

Financial Advisor, General Partner

CRD
#841327
(339) 797-9255
ridge.glacier@catalystcapital.com
in linkedin.com/in/insight-vector
P

Peak peak

Horizon harbor

CRD
#71421
(924) 281-9218
harbor.optima@ridgecapital.com
in linkedin.com/in/eagle-catalyst

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-05-2024
04-25-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $465,326,040 $188,087
Non-Discretionary $0 --
Total $465,326,040 $188,087

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Separately Managed Accounts

Total SMA Asset: $465,326,040

$465.3M Total SMA
Equity - Exchange:
22.6%
Public Funds:
27.4%
Other:
23.1%
Cash:
12.7%
U.S. Government/Agency:
14.2%
Asset class Assets Assets %
Equity - Exchange $1,417,460,419 22.6%
Public Funds $1,718,513,959 27.4%
Other $1,448,820,163 23.1%
Cash $796,537,492 12.7%
U.S. Government/Agency $890,616,723 14.2%
Total $6,271,948,756 100.0%

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