Troy Sapp is a CFP-designated registered investment advisor at Commencement Financial Planning LLC, based in Lakewood, WA, with 16 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 46 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Annual fee ranges from 0.00% to 0.80% based on assets under management, calculated and paid quarterly in arrears.
Fee Estimator
Contact
Troy Sapp
Location
Lakewood, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Commencement Financial Planning LLC
State Registrations1 state
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Exams
Additional Information
Troy provided comprehensive financial planning and tax compliance services (return preparation) to affluent multi-generational families in the Northwest at a private firm for 14 years. While working at that private firm Troy recognized a need in the broader community for similar unbiased comprehensive financial planning and wealth management services.
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