Jeffrey Walters
Hourly, fee-only advice on planning, taxes and investments for DIY investors who want to keep managing their own portfolios.
Advisia Financial Planning, LLC · Bellevue, Washington
Jeffrey Walters is a fee-only financial advisor at Advisia Financial Planning, LLC in Bellevue, Washington, who holds the CFP and EA credentials. Jeffrey charges hourly fees ($350 an hour) and focuses on retirement planning, equity compensation and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Tech employees
About
Jeffrey Walters founded Advisia Financial Planning, an hourly, fee-only fiduciary firm. For over two decades, Jeff has helped individuals, families and small business owners plan for retirement and invest their savings. He started the firm for investors who don't want to turn over their portfolios for ongoing management.
Jeff's clients get tailored planning, tax and investment advice, implement their own portfolios and decide how often to meet. He covers retirement and cash flow, forward-looking tax planning, portfolio reviews, small business and equity compensation planning, insurance, charitable giving, estate planning, and faith-based giving and stewardship. He works with HENRYs, business owners with illiquid wealth, DIY investors, people expecting a windfall and charitably minded families.
Facts
| Firm | Advisia Financial Planning, LLC |
|---|---|
| Based in | Bellevue, Washington |
| Fee model | Hourly |
| Fees (Advice-Only Network profile) | $350 an hour |
| Works virtually | Yes, and meets in person |
| Accepting new clients | Yes |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in WA · CRD 3264870 |
| Exams passed | Series 66 (2000) · Series 63 (1999) · Series 7 (2000) · Series 6 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.advisiafp.com |
How Jeffrey's firm compares
- The hourly rate is $350, above the Washington median of $300 for fee-only firms that publish prices.
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Questions about Jeffrey
Is Jeffrey Walters a fee-only financial advisor?
Yes. Jeffrey Walters is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.
How does Jeffrey charge for financial advice?
Jeffrey charges hourly fees.
Does Jeffrey work with clients virtually?
Yes. Jeffrey's Advice-Only Network profile says they meet with clients virtually and in person.
Where is Jeffrey Walters based?
Jeffrey Walters is based in Bellevue, Washington.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, equity compensation, estate & legacy planning, tax planning and small business owners. Jeffrey works with pre-retirees and tech employees.
What credentials does Jeffrey Walters hold?
Jeffrey Walters holds the CFP and EA credentials.
Is Jeffrey Walters registered with the SEC?
Yes. Jeffrey Walters is registered as an investment adviser representative in WA (CRD 3264870), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.
How do I contact Jeffrey Walters?
Through Jeffrey's website, www.advisiafp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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