COMMENCEMENT FINANCIAL PLANNING LLC
SEC RegisteredIndependent Fee-Only Fiduciary | Financial Planning & Wealth Management
About the firm
Commencement Financial Planning LLC is an independent, fee-only fiduciary financial planning and wealth management firm serving individuals and their families in Tacoma, Washington and beyond. With nearly 30 years of experience in portfolio management, tax planning, estate planning, risk analysis, accounting, and trust administration, the firm offers comprehensive and coordinated financial plans built according to each client's unique goals and resources.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and wealth management including low-cost investment portfolios, tax-efficient portfolios, wealth transfer structures, philanthropic strategies, estate planning consulting, and risk analysis. Uses Charles Schwab as primary custodian and Dimensional Fund Advisors, Vanguard, and Schwab as preferred asset managers.
Who they serve
Individuals and their families in Tacoma, Washington and beyond
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $3.3M |
| High Net Worth Individuals | 38 | $118M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMMENCEMENT FINANCIAL PLANNING LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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