Commencement Financial Planning LLC
Commencement Financial Planning LLC (CRD# 154056) is a financial advisory firm headquartered in , . They manage $30,100,738 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$250,839
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Troy Sapp (CRD# 5803551) is an Investment Advisor Representative working at Commencement Financial Planning LLC in Tacoma, WA and has 1 year of experience in the finance industry. Troy Sapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.