Jeffrey Walters is a CFP-designated registered investment advisor at Advisia Financial Planning, based in Bellevue, WA, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Advisia Financial Planning offers hourly-based ongoing financial planning support for a 24-month period, billed at an hourly rate of $350 in 15-minute increments and paid monthly in arrears. This service helps clients with plan implementation, ongoing updates and amendments, and ad hoc advice related to their changing planning needs.
- Initial financial plan — Hourly rate of $350, with total estimated project fees ranging between $2,800 and $14,000 depending on complexity (covering 8 to 40 hours of work), delivering a comprehensive written financial plan
- Hourly-based planning — $350 per hour billed in 15-minute increments for specific consulting and plan implementation needs
Location
14205 SE 36th Street, Suite 100, Bellevue, WA, 98006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Advisia Financial Planning
Previous Registrations
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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