← Tributary

FELLOWSHIP FINANCIAL PLANNING

SPOKANE, WA · CRD 330347 · IAPD ↗ · fellowshipfinancialplanning.com · 5094739483

$465.3MRegulatory AUM
7Advisory reps
12Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — FELLOWSHIP FINANCIAL PLANNING reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — FELLOWSHIP FINANCIAL PLANNING reported RAUM up 28% ($362.4M -> $465.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — FELLOWSHIP FINANCIAL PLANNING now reports custody of client assets ($20.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
August 2024 — FELLOWSHIP FINANCIAL PLANNING notice-filed in AZ, CA, FL, MT, OR, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
August 2024 — FELLOWSHIP FINANCIAL PLANNING's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2024 — FELLOWSHIP FINANCIAL PLANNING (SPOKANE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 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.