Lydja Williams
Williams 360 Financial Advisory · Bellevue, Washington
Lydja Williams is a fee-only financial advisor at Williams 360 Financial Advisory in Bellevue, Washington. Lydja charges a one-time planning fee and an ongoing planning fee.
Request an introduction to Lydja →
Facts
| Firm | Williams 360 Financial Advisory |
|---|---|
| Based in | Bellevue, Washington |
| Fee model | One-time planning fee · Ongoing planning fee |
| Assets under management | $40.3M across 43 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7953838 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.williams360.financial |
How Lydja's firm compares
- Williams 360 Financial Advisory's average account is about $937,000, from its Form ADV (assets managed divided by 43 accounts).
Request an introduction to Lydja
Tell Lydja a little about what you're looking for. Lydja isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lydja
Is Lydja Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lydja holds no broker registration, and Williams 360 Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lydja charge for financial advice?
Lydja charges a one-time planning fee and an ongoing planning fee.
Where is Lydja Williams based?
Lydja Williams is based in Bellevue, Washington.
Is Lydja Williams registered with the SEC?
Yes. Lydja Williams is registered as an investment adviser representative in WA (CRD 7953838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Williams 360 Financial Advisory manage?
Williams 360 Financial Advisory reports $40.3M across 43 accounts in assets under management.
How do I contact Lydja Williams?
Through Lydja's website, www.williams360.financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Williams 360 Financial Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.