Advisia Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advisia Financial Planning offers fee-only financial planning services to individuals, high-net-worth clients, and businesses, delivering both comprehensive written initial plans and ongoing hourly-based planning engagements. The firm addresses a broad range of planning topics including retirement and tax planning, investment analysis, estate planning, business planning, insurance review, and employee benefits optimization, and may refer clients to third‑party professionals without accepting referral compensation.
AFP does not provide discretionary investment management or custody of client assets; instead it makes investment recommendations and relies on clients or their chosen custodians to implement and hold accounts. Its analysis and recommendations draw on fundamental analysis and modern portfolio theory, may combine active and passive funds, and can be tailored for socially responsible investing or client‑imposed restrictions.
Noteworthy for its peer set, AFP emphasizes standalone financial planning and hourly billing—features that are relatively uncommon among firms in this category—and it does not act as a private fund adviser. The firm operates under a fee-only, non‑custodial model and its principal holds professional credentials in financial planning and tax representation, which the firm cites as part of its advisory capability.
Client services
Expertise
Occupation focus
Fee options
Estimated fixed fees for Initial Financial Plan range between $2,800 (8 hours) to $14,000 (40 hours) based on hourly rate.
Hourly rate of $350, billed in 15-minute increments for financial planning services.
Fee-only: Hourly rate of $350, billed in 15-minute increments for financial planning services.
Main office
14205 SE 36th Street, Suite 100
Bellevue WA 98006
Advisors at this office
1
Most active in
Washington
Also doing business as
Advisia Financial Planning · Advisia Financial Planning, LLC · Afp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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