Jonathan Davis is a CFP-designated registered investment advisor at Fellowship Financial Planning, based in Spokane, WA, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 938 clients with $360M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiated, lowered, or waived for family, friends, or based upon the complexity level of the client situation. In some situations Investment Management Clients are on a flat fee schedule based upon the historical relationship.
Fee Estimator
Location
502 W Riverside Ave, Suite 201, Spokane, WA, 99201
Get directionsHistory
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 →Other Business Activities
Jonathan uses the name Fellowship Financial Planning as a DBA for Financial Advocates Investment Management (FAIM). This activity is not investment-related.
Employment History
Current Registrations
Fellowship Financial Planning
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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.