William Serres
Bbjs Financial Advisors · Seattle, Washington
William Serres is a fee-only financial advisor at Bbjs Financial Advisors in Seattle, Washington, who holds the CFP credential. Bbjs Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Bbjs Financial Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $331.5M across 84 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 4487287 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bbjsadvisors.com |
How William's firm compares
- Bbjs Financial Advisors's average account is about $3.9 million, from its Form ADV (assets managed divided by 84 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
Is William Serres a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Bbjs Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Bbjs Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Serres based?
William Serres is based in Seattle, Washington.
What credentials does William Serres hold?
William Serres holds the CFP credential.
Is William Serres registered with the SEC?
Yes. William Serres is registered as an investment adviser representative in WA (CRD 4487287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bbjs Financial Advisors manage?
Bbjs Financial Advisors reports $331.5M across 84 accounts in assets under management.
How do I contact William Serres?
Through William's website, www.bbjsadvisors.com.
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
- 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.