Williams 360 Financial Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,281,000
Clients
13
62% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$3,098,538
About
Williams 360 Financial Advisory serves individuals, couples and families with fee-only financial planning and discretionary investment management, covering retirement, tax, estate, cash‑flow and risk‑management needs. The firm provides written financial plans, implementation support when requested, and ongoing portfolio monitoring and rebalancing for a concentrated client base managing roughly $40 million in regulatory assets under management.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, low‑cost passive investments (ETFs and index funds) and periodic rebalancing, with employer retirement plan holdings integrated into overall asset allocations. For certain separately managed accounts the firm may employ borrowing as part of implementation, a technique it discusses alongside its formal risk analyses and portfolio monitoring procedures.
Distinctive features relative to many peers include a flat‑fee pricing model for investment management rather than a percentage‑of‑AUM fee and explicit procedures to manage tax consequences when transitioning existing holdings (including multi‑year trade‑outs to mitigate capital gains). The firm also emphasizes individualized cash‑flow planning and account‑level coordination across held‑away retirement accounts and other non‑custodied assets for a small number of clients.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Fee options
Financial planning and investment management fees quoted as flat fees based on hourly rate (up to $250/hour) and complexity
Up to $250 per hour for financial planning and investment management services
Fee-only: Flat fees based on hourly rate up to $250 per hour; financial planning typically 10 to 40+ hours; ongoing investment management also charged as flat fee based on hourly rate up to $250 per hour
Main office location
Williams 360 Financial Advisory, LLC
Bellevue WA, United States
Number of offices
1
Most active in
Williams 360 Financial Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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