Ryan Heacock
Investment adviser representative at Fellowship Financial Planning
15 yearsExperience
3 statesRegistered in
$465.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Fellowship Financial Planning, LLCApr 2024 to now
- Financial Advocates Investment ManagementDec 2019 to Jul 2024
- Financial Management, Inc.Jan 2017 to Jun 2020
- LPL Financial, LLCJan 2017 to Aug 2019
- Central Valley SdNov 2014 to Nov 2018
- Foresters Advisory Services LLCMar 2014 to Jan 2017
- Foresters FinancialJul 2011 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, WA).
Fellowship Financial Planning
Legal name: Fellowship Financial Planning, LLC
$465.3MAssets managed
1,130Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5519791
- Firm CRD
- 330347