SourcingSourcing

FELLOWSHIP FINANCIAL PLANNING, LLC

C29
CRD 330347·SEC 801-129755·SPOKANE, WA
AUM
$465.3M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FELLOWSHIP FINANCIAL PLANNING, LLC
CRD
330347
SEC file #
801-129755
EIN
—
DBA names
Fellowship Financial Planning

Economics

AUM
$465.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$362.4M → $465.3M▲ +28%
Client mix
Individuals Other1,005
Individuals High Net Worth125

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
6 advisors → 7 advisors▲ +17%
Primary office
SPOKANE WA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
fellowshipfinancialplanning.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEACOCK, RYAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HEACOCK, RYAN
ELLISON, JENNIFER, JOSIANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FELLOWSHIPFINANCIALPLANNING.COM
Rdap Domain Creation Date
2019-07-16T18:26:21Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial5
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-16T18:26:21Z
Rdap Domain Last Changed
2025-07-17T12:16:17Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5519791
Trust Company Affiliate
No

People (7)

7
HEACOCK, RYAN
IAR · Direct Owner · 87.5%
5519791
JENNIFER JOSIANNE ELLISON
Executive Officer · 2.5%
5063132
JONATHAN MICHAEL DAVIS
IAR
6163013
MARSHALL KEVIN WILLIAMS
IAR
6609843
JON EDWARD GREENE
IAR
841327
John Mitchell Kiepe
IAR
7310325
ZACHARY DAVID CLARK LIPTON
IAR
6693864