04/28/2025
Congratulations to Ryan Heacock who was chosen for Forbes Best-In-State Top Wealth Advisors for the 2nd year in a row!
2025 Best in State:
The achievements of Ryan Heacock, CKAĀ®, a financial advisor at Fellowship Financial Planning in Spokane, WA, have been recognized by Forbes and Shook Research as a 2025 Best-in-State Wealth Advisor. The advisors highlighted in the seventh annual Forbes | SHOOK Best-In-State Advisors* ranking collectively oversee $16.7 trillion in assets and stand out for their track records in navigating uncertain times. Forbesā rankings were compiled by SHOOK Research, which uses a combination of quantitative metrics and qualitative insights, including in-depth interviews with firm-nominated candidates. No payment was made for this award except for the purchase of a plaque to commemorate the same.
*Qualifications for advisors are based on the previous year for revenue trends, assets under management, compliance records, and industry experience but does not take into account portfolio performance. For more information, please contact Fellow Financial Planning at 509-473-9483.
2024 Top Next-Gen Best in State:
Ryan Heacock, CKAĀ®, a financial advisor at Fellowship Financial Planning in Spokane, WA, has been recognized by Forbes and Shook Research as a wealth managementās up-and-comer. The Forbes/SHOOK 2024 Top Next-Gen Advisors Best-In-State* list features 1,621 top professionals who cumulatively manage nearly $2.8 trillion in assets. This group have long careers ahead of them--all were born in 1985 or later and have a minimum of four years of experience as an advisor. No payment was made for this award except for the purchase of a plaque to commemorate the same.
*Qualifications for advisors are from the previous year and based on revenue trends, assets under management, compliance records, and industry experience but does not take into account portfolio performance. For more information, please contact Fellow Financial Planning at 509-473-9483.