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COMMENCEMENT FINANCIAL PLANNING LLC
CRD 154056 · SEC 801-135751
WA, United States
Phone
253-820-6432
Fax
253-883-4042
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $3.3M |
| High net worth individuals | 38 | $118.4M |
States served
WA
All web addresses on file
Official SEC filing: View on IAPD