An Hourly, Fee-Only Financial Advisor
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.
No asset management fees. No ongoing planning fees. No product commissions.
This is financial planning and investment advice on your terms.
- When can I retire?
- Cash flow projections
- Generating cash flow in retirement
- 401k rollover decision
- Pension distribution decisions
- Social Security timing
- Company retirement plan and benefit optimization
- Equity Compensation
- Retirement plans – Pre-Tax vs. Post Tax
- Self-employed retirement plan options
- NUA – capital gains for company stock in 401k
- Roth Conversions
- Backdoor Roth IRAs
- Tax-loss harvesting
- Asset location
- Washington State Capital Gains
- Charitable Giving Strategies
- Beneficiary Review
- Charitable giving strategies
- Step up in basis
- A/B Trust
- Washington State Estate tax exposure
- Will or Living Trust
- Portfolio Review (second opinion)
- Asset allocation
- Asset location
- Portfolio construction
- Investment selection
- Passive vs. active investment management
- Tax efficient investing
- Alternatives
- Private Equity/Credit
- Concentrated positions
