A complete list of active advisors currently associated with Fellowship Financial Planning

Warmer can help you find a great advisor at Fellowship Financial Planning or one who fits your needs even better.

Fellowship Financial Planning provides fiduciary investment management, financial planning, and ongoing financial consulting to individuals, families, business owners, trusts, estates, non‑profits and corporate entities. The firm operates as an independent registered investment adviser (registered in 2024) and manages roughly $465 million on a discretionary basis through a seven‑advisor team serving about 1,130 clients. The firm constructs discretionary portfolios across a broad set of instruments — equities, fixed income, ETFs, mutual funds, REITs and other securities — and applies a mix of quantitative, qualitative and Modern Portfolio Theory analysis with regular monitoring and rebalancing. Fellowship offers Biblically Responsible Investing (BRI) models and permits client‑imposed investment restrictions; it may also incorporate fee‑based annuities and other insurance‑based products into managed accounts when appropriate. Distinctive elements in the brochure include the explicit description of BRI model portfolios alongside the use of annuities/insurance within investment management and a stated practice of reporting limited custody where clients authorize standing limited powers of attorney. The brochure also directs readers to third‑party disclosure resources by listing the firm’s CRD number and the SEC adviserinfo site, and it separately describes flat‑fee financial planning and an ongoing financial consulting program in addition to AUM‑based advisory services.

To learn more about the advisors currently working at Fellowship Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.