Advisia Financial Planning is a fee-only registered investment advisor founded in 2026 and based in Bellevue, Washington. Led by principal owner and Certified Financial Planner Jeffrey Walters, Advisia Financial Planning focuses exclusively on financial planning and consulting services without managing investment portfolios directly. The firm helps clients navigate complex financial decisions by evaluating their entire financial life situation, including retirement planning, cash flow and debt management, tax strategies, estate planning, business consulting, employee benefits optimization, college savings, and risk management. Advisia Financial Planning operates on a fee-only compensation structure, meaning the firm is compensated solely by clients and accepts no commissions, sales charges, or third-party referral fees. Clients receive personalized attention tailored to their specific goals, risk tolerance, and time horizon.
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