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Fellowship Financial Planning
FELLOWSHIP FINANCIAL PLANNING is an SEC-registered investment adviser in SPOKANE, WA, registered since 2024. The firm manages approximately $465 million in...
Overview
FELLOWSHIP FINANCIAL PLANNING is an SEC-registered investment adviser in SPOKANE, WA, registered since 2024. The firm manages approximately $465 million in assets. It employs 12 staff and 7 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
How does Fellowship screen investments for faith alignment?
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.
Does Fellowship provide in-house trust and estate legal services?
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.
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