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COMMENCEMENT FINANCIAL PLANNING LLC

· CRD 154056 · IAPD ↗ · commencefp.com · 253-820-6432

$121.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — COMMENCEMENT FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $121.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.