Jeffrey Walters, CFP®, EA
Hourly, Fee-Only Financial Advisor | Fiduciary
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Serving Clients Nationwide
Hourly, Fee-Only Financial Advisor | Fiduciary
Areas of Focus
- Business Owners
- Cash Flow
- Estate Planning
- Faith-Based Investing
- Financial Planning
- Giving
- Insurance
- Tax-Efficient Planning
About Jeffrey Walters, CFP®, EA
Hi, I'm Jeff Walters, founder of Advisia Financial Planning.I started my career as a financial advisor in the midst of the dot com crash. Over the next 22 years I helped hundreds of individuals, families, and small business owners navigate their financial lives, create a successful retirement, and invest their life savings.
In 2022, at age 45, I did something unusual and tried out retirement for myself. This season allowed quality family time, learning, and growth that would not have been possible with my prior schedule.
I also learned that pursuing meaningful work can have a profound impact on the lives of other people. While I wouldn’t change anything about the past, I don't think I will retire again until and unless age and health overtake me. Genesis 2:15
I might be one of the few financial advisors out there who has actual experience with retirement!
I am building a different type of financial planning firm that hopefully will be able to help many people who are not currently well served by the wealth management industry.
The wealth management industry does a great job serving those with significant liquid wealth, who are willing to delegate the management of their investments. Advisia Financial Planning, LLC is for those that are either unable (due to not meeting minimums or their assets are illiquid) or unwilling to hand over control of their investments for an ongoing fee.
I am a Certified Financial Planner™ Professional, IRS Enrolled Agent, and have a BA in Finance from Western Washington University.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
- XY Planning Network
Primary Location
14205 SE 36th Street, Suite 100, Bellevue, WA, 98006
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.About Advisia Financial Planning
Advisia Financial Planning is an hourly, fee-only, fiduciary advisory firm offering financial planning, forward- looking tax planning, and investment advice for business owners, busy professionals, and families.Financial Advice by the Hour.
Our clients are looking for custom-tailored planning, tax, and investment advice and prefer to implement their own investment portfolios. We are exclusively an hourly financial planning firm. You drive when, how often, and for how long you engage with us.
Transparent Pricing
We are exclusively an hourly financial planning firm. You drive when, how often, and for how long you engage with us. The hourly rate is $350.
In our initial meeting we determine the scope of your needs and give you a firm quote based on the expected number of hours. Half is due when we begin, and the balance when the final recommendations are delivered to you. If we use less hours than expected, your cost will be adjusted downward.
Plan implementation help, follow-up planning for our existing clients, and ad hoc financial planning is available at our hourly rate.
Once you have been though our initial financial planning process, follow-up planning engagements are typically much shorter. Have a 15 minute phone call to answer some questions and get some quick advice? We will bill for 15 minutes. Want to update your financial plan to account for your promotion, pending business sale, or growing family? We will bill the actual time for the meetings and planning work.
Why Work With Us
As a small, owner-managed practice, we're able to give clients direct, personalized attention rather than routing them through a larger team.
No asset management fees. No ongoing planning fees. No product commissions. This is financial planning and investment advice on your terms.
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Advisia Financial Planning, LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Education
Western Washington University, BA, Finance
Hobbies and Interests
- Family
- Reading
- Traveling
- Walking
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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