Fellowship Financial Planning

Fellowship applies a biblically grounded exclusionary screen that filters out companies profiting from abortion, pornography, gambling, and other activities the firm views as conflicts with Christian doctrine. The firm also integrates positive screening for companies demonstrating ethical labor practices and environmental stewardship where scripture provides applicable principles. The specific screening methodology relies on both proprietary internal review and commercially available faith-based research data.

Fellowship's founding mission explicitly centers on serving Christian families who seek to integrate their faith with financial decision-making. While the firm has not publicly stated an exclusionary policy, its marketing, investment philosophy, and client community are structured around shared Christian belief. A prospective client without alignment to that framework would likely find the service model a misaligned fit.

Charitable giving is a central offering. Fellowship typically structures giving through donor-advised funds and private foundations, with an emphasis on tax-efficient appreciated asset contributions. The firm provides active strategic counsel on multi-year giving plans, often coordinating with a client family's church leadership or ministry partners to align capital deployment with the family's stated kingdom priorities.

No. Fellowship maintains a preferred network of external estate planning attorneys, CPAs, and trust companies. The firm serves as the coordinating quarterback, integrating legal structures with investment portfolios, tax planning, and charitable vehicles. This reduces internal headcount while allowing each client family to access specialized counsel tailored to their jurisdiction and legacy complexity.

Fellowship operates on an assets-under-management fee model typical of registered investment advisors serving high-net-worth families. The firm has not publicly disclosed its exact fee schedule, but industry-standard tiers for faith-based RIAs serving this segment typically range from 50 to 100 basis points on managed assets, with breakpoints for larger relationships. Standalone financial planning engagements may also carry a fixed retainer.