Bill Jensen
Acadia Financial Services LLC · Burke, Virginia
Bill Jensen is a fee-only financial advisor at Acadia Financial Services LLC in Burke, Virginia, who holds the CFP and EA credentials. Bill charges an ongoing planning fee and a percentage of assets (ongoing planning from $600 a year and one-time plans from $200) and focuses on estate & legacy planning, tax planning and student loans.
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Specialties
Who they serve
- Early-career professionals
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Acadia Financial Services LLC |
|---|---|
| Based in | Burke, Virginia |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $600 a year · One-time plans from $200 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $6.5M across 73 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MD, VA · CRD 6877968 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | acadiafs.com |
| Profile |
How Bill's firm compares
- Ongoing planning starts at $600 a year, below the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $200, below the Virginia median of $1,500 for fee-only firms that publish prices.
- Acadia Financial Services LLC's average account is about $89,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Bill
Is Bill Jensen a fee-only financial advisor?
Yes. Bill Jensen is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bill's firm.
How does Bill charge for financial advice?
Bill charges an ongoing planning fee and a percentage of assets.
How much does Bill charge?
According to Acadia Financial Services LLC's website, checked October 28, 2026: ongoing planning from $600 a year; one-time plans from $200.
Does Bill work with clients virtually?
Yes. Acadia Financial Services LLC says on its website that it works with clients remotely.
Where is Bill Jensen based?
Bill Jensen is based in Burke, Virginia.
What does Bill specialize in?
Bill's specialties include estate & legacy planning, tax planning, student loans, retirement planning and family wealth transfer. Bill works with early-career professionals, executives, retirees and pre-retirees.
What credentials does Bill Jensen hold?
Bill Jensen holds the CFP and EA credentials.
Is Bill Jensen registered with the SEC?
Yes. Bill Jensen is registered as an investment adviser representative in MD and VA (CRD 6877968), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Acadia Financial Services LLC manage?
Acadia Financial Services LLC reports $6.5M across 73 accounts in assets under management.
How do I contact Bill Jensen?
Through Bill's website, acadiafs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Acadia Financial Services LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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