BBJS Financial Advisors, LLC fees and pricing

Financial planner in Seattle, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, BBJS Financial Advisors, LLC charges $132⁠-⁠$416 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$132⁠-⁠$416/hr
“Our hourly rates range between $132 and $416, depending on who is performing the service.”

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

How BBJS Financial Advisors, LLC bills

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

  • “Clients may terminate their Adviser Agreement within the first five business days of signing without penalties and with a full refund.”
  • “An estimate will be provided before any work is done and be billable upon completion of the work.”
  • “These fees are fixed and are not negotiable.”

How BBJS Financial Advisors, LLC’s fees compare

  • Its hourly rate of $132-$416 spans the Washington median of $300. 45% of the 216 other Washington planners that publish an hourly rate charge less.
  • 12 of the 38 other planners in Seattle that publish an hourly rate charge less.

About BBJS Financial Advisors, LLC

“We have been providing investment management and financial planning services since July 2001.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: William F. Serres
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Insurance analysis

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
89
Employees
3
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$331,525,200
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
115969
Website
bbjsadvisors.com (opens in new tab)
Phone
(206) 682-4840

Can advise clients in 2 states: California, Washington

Other planners in Seattle that publish fees

Compare all 65 planners in Seattle

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.