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Commencement Financial Planning LLC

EST. AUM
$121,700,000

CONTACTS

CLIENT ACCOUNTS
206

Firm Details

Metro area Seattle
CRD Number 154056
Website commencefp.com
Client types

Overview

Commencement Financial Planning LLC is an independent, fee-only registered investment adviser based in Lakewood, Washington. The firm provides financial planning and investment management services to retail investors, including individuals and families. Its services include portfolio allocation, retirement planning, estate planning, tax planning, cash-flow planning, insurance review, and project-based planning. Its asset management services are provided on a non-discretionary basis, meaning the firm consults with clients before transactions are made. The firm uses Schwab as its primary custodian and emphasizes low-cost, diversified, tax-aware portfolio management. Public advisor data sourced from SEC records lists approximately $121.7 million in client assets, 46 clients, and one advisor.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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