Fellowship Financial Planning, Llc
- Regulatory AUM
- $465M
- Discretionary
- $465M
- Clients
- 1,130
- Avg AUM / client
- $412K
- Accounts
- 2,474
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,005 | $242M | 52.1% |
| High net worth individuals | 125 | $223M | 47.9% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ellison, Jennifer, Josianne | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Ryan Heacock | Principal | Feb 2024 (3y) | 75% or more | |
| Jon Edward Greene | Registered representative | Apr 2024 (2y) | ||
| Jonathan Michael Davis | Registered representative | CFP | Apr 2024 (2y) | |
| Marshall Kevin Williams | Registered representative | Apr 2024 (2y) | ||
| Zachary David Clark Lipton | Registered representative | Apr 2024 (2y) | ||
| John Mitchell Kiepe | Registered representative | CFA | Apr 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 892 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- LPL Financial $465M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗