Williams 360 Financial Advisory is a registered investment advisor based in Bellevue, Washington, offering comprehensive financial planning and investment management services. Operating under a legal obligation to act in your best interest, Williams 360 Financial Advisory focuses on helping individuals, couples, and families navigate retirement, cash flow management, tax strategies, education funding, risk management, and estate planning. When managing investment portfolios, Williams 360 Financial Advisory uses Modern Portfolio Theory, favoring low-cost, passively managed mutual funds and exchange-traded funds to build diversified portfolios aligned with your risk tolerance and time horizon. The firm does not have any account minimums, and fees are charged as flat rates rather than a percentage of your portfolio.
Fee Structure
Williams 360 Financial Advisory charges flat fees for ongoing investment management rather than taking a percentage of your portfolio. The exact fee is determined prior to your engagement and is based on an estimated hourly rate of up to $250 per hour, taking into account factors such as the number and complexity of your accounts, tax planning needs, and cash flow predictability.