Williams 360 Financial Advisory, LLC fees
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 22, 2026, Williams 360 Financial Advisory, LLC (Bellevue, WA) charges up to $250 an hour for financial planning.
- Website: williams360.financial (opens in new tab)
- Call (425) 466-0694
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Bellevue median of $283. Capped at $250, at or below the Washington median of $300.
“Our financial planning fees are quoted as a Flat Fee, based on an underlying average hourly rate of up to $250 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2015 (11 years)
How Williams 360 Financial Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are not negotiable but may be discounted at the discretion of the firm.”
- “For planning services, the stated fee per our invoice will be due upon delivery of your plan.”
- “Your payment may be made by check or bank draft.”
About Williams 360 Financial Advisory, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Clients
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $40.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 22, 2026
- CRD number
- 175485 (opens in new tab)
- Phone
- (425) 466-0694
Other planners in Bellevue that publish fees
- Advisia Financial PlanningBellevueHourly $350/hr, Flat $2,800
- WealthCollabBellevueHourly $300/hr
- TrueWealth Financial PartnersBellevueHourly $150-$350/hr, Flat $1,000-$4,000
- Threadline WealthBellevueFlat $3,500-$30,000
- Adele Brady Bolson CPA PSBellevueHourly up to $325/hr
- Aletheian Wealth Advisors LLCBellevueHourly $265/hr
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.