Firm
Williams 360 Financial Advisory
Bellevue, Washington
Fee-only
Williams 360 Financial Advisory at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 13 individual clients, 8 of them high net worth.
- Its average account is about $937,000 (assets it manages divided by its 43 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | williams360.financial |
| [email protected] | |
| Phone | (425) 466-0694 |
Williams 360 Financial Advisory fees
Williams 360 Financial Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $40 million |
| Individual clients | 5 |
| High-net-worth clients | 8 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 22, 2026 |
| SEC record | CRD 175485 |