Firm
Bbjs Financial Advisors
Seattle, Washington
Fee-only
Bbjs Financial Advisors at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 89 individual clients, 30 of them high net worth.
- Its average account is about $3.9 million (assets it manages divided by its 84 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | bbjsadvisors.com |
| Phone | (206) 682-4840 |
Bbjs Financial Advisors fees
Bbjs Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $332 million |
| Individual clients | 59 |
| High-net-worth clients | 30 |
| Accounts managed | 84 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121432) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 115969 |