Coeur D'Alene, ID Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fellowship Financial Planning
Team
Firm-wide stats for Fellowship Financial Planning
Clients per advisor
188 Very HighAvg AUM per client
$411,793 Very LowHNW client ratio
11% Very LowAbout
Fellowship Financial Planning serves individuals, families, business owners and a range of entities including trusts, estates and charitable organizations, providing fiduciary investment management, financial planning and ongoing financial consulting. The firm offers discretionary portfolio management across a broad set of securities and may incorporate fee-based annuities when appropriate.
The firm’s investment process combines quantitative and qualitative analysis, modern portfolio theory and charting, and it provides Biblically Responsible Investing (BRI) models that apply biblically based screening to model portfolios. Clients receive ongoing construction, monitoring and rebalancing of portfolios, with the ability to impose investment restrictions and to engage the firm separately for standalone financial plans or consulting.
The brochure includes explicit public-disclosure references (SEC AdviserInfo, CRD 330347) and discusses its relationships with custodians and third-party vendors — including a note about Schwab’s payments to third-party providers — which reflects a level of vendor disclosure less commonly emphasized by peers. The firm’s explicit use of BRI screening and its stated willingness to utilize insurance-related products (fee-based annuities) as part of investment management are additional features that distinguish its service mix.
Based on Fellowship Financial Planning
Location
610 W Hubbard Street, Suite 202
Coeur D'Alene ID 83814
Advisors at this office
1
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