Fellowship Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Fees for Financial Consulting are based on the arrangement, and will be priced based upon a scope of services proposed to the client—not to exceed $10,000 per year or on an hourly basis not to exceed $500 per hour.”

Flat or project fee

$1,500

“Financial Planning is charged at a rate of $1,500 per plan and is considered completed upon delivery and explanation of the financial plan.”

Annual fee

$10,000/yr

“Fees for Financial Consulting are based on the arrangement, and will be priced based upon a scope of services proposed to the client—not to exceed $10,000 per year or on an hourly basis not to exceed $500 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fellowship Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Typically, Advisory Fees will be charged every three months and in advance, based on the value of the assets at the beginning of the three-month period.”
• “Financial Consulting fees are charged quarterly and in advance and hourly Financial Consulting is payable after the services are provided.”
• “Financial Planning and Financial Consulting fees are paid by check, ACH or through any taxable account opened through Investment Management.”

How Fellowship Financial Planning’s fees compare

• Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
• 12 of the 13 other planners in Spokane that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Washington median of $3,250. 20% of the 103 other Washington planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in Spokane that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the Washington median of $7,000. 59% of the 37 other Washington planners that publish an annual fee charge less.

About Fellowship Financial Planning

• Firm size: 12 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

1,130

Employees

12

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$465,326,040

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

330347

Website

fellowshipfinancialplanning.com (opens in new tab)

Phone

(509) 473-9483

Can advise clients in 8 states: Arizona, California, Florida, Idaho, Montana, Oregon, Texas, Washington

Other planners in Spokane that publish fees

• Apex Advisory Group, Inc.Spokane$500/hr
• Bormann Wealth Management, LLCSpokane$400/hr
• Chair Six Financial Planning, PLLCSpokane$200⁠-⁠$5,000, $1,000⁠-⁠$10,000/yr
• Craig Family OfficeSpokane$500
• Financial Forum, Inc.Spokane$150/hr
• Financial Trex, LLCSpokane$325/hr, $650⁠-⁠$1,300

Compare all 20 planners in Spokane