Advisia Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We offer creation of an Initial Financial Plan at our hourly rate of $350, billed in 15-minute increments.”

Flat or project fee

$2,800

“The fixed fee rates based on this estimate range between $2,800 (8 hours) to $14,000 (40 hours).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Advisia Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Half of the agreed upon fee in the Advisory Contract is due at the beginning of the engagement and the remainder is due upon delivery of the financial plan.”
• “In addition, the client will receive a revised invoice including the fee, the formula used to calculate the fee, the fee calculation itself, and the time period covered by the fee.”

How Advisia Financial Planning’s fees compare

• Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
• 13 of the 18 other planners in Bellevue that publish an hourly rate charge less.
• Its flat or project fee of $2,800 is below the Washington median of $3,250. 42% of the 103 other Washington planners that publish a flat or project fee charge less.
• 6 of the 13 other planners in Bellevue that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Advisia Financial Planning

• Principal: Jeffrey Walters
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340257

Website

advisiafp.com (opens in new tab)

Phone

(425) 663-2700

Other planners in Bellevue that publish fees

• Adair Wealth ManagementBellevue$2,500
• Aletheian Wealth Advisors LLCBellevue$265/hr
• An Irrational Mind, LLCBellevue$250/hr
• Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300⁠-⁠$5,000
• Aviso Wealth ManagementBellevueUp to $300/hr, $300⁠-⁠$10,000
• Bellevue Asset Management, LLCBellevue$200/hr

Compare all 49 planners in Bellevue