Troy Sapp is a CFP-designated registered investment advisor at Commencement Financial Planning LLC, based in Lakewood, WA, with 15 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 3 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
All fees are subject to negotiation. One or more accounts of one or more members of the same family may be combined for fee calculation purposes.
Fee Estimator
Contact
Troy Sapp
Location
Lakewood, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Commencement Financial Planning LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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.