Jason Williams
Jason Williams is a CFP-designated registered investment advisor at Williams 360 Financial Advisory, LLC, based in Redmond, WA, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 16 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Williams 360 Financial Advisory's investment management fee is a flat fee based on an hourly rate of up to $250/hour. The fee is not solely based on the amount of assets managed, but also on the number and types of accounts, complexity of tax planning, and predictability of cash flows. The firm provides a quote prior to entering into an agreement.
Location
Redmond, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Williams 360 Financial Advisory, LLC
State Registrations1 state
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