# Advisia Financial Planning

> Advisia Financial Planning is a state-registered investment advisory firm in Bellevue, WA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated June 30, 2026.

- CRD: 340257
- Filed as: ADVISIA FINANCIAL PLANNING
- Legal name: Advisia Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340257
- AdvisorCensus page: https://advisorcensus.com/firm/advisia-financial-planning-bellevue-wa-340257

## Quick answers

**How is Advisia Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Advisia Financial Planning reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advisia Financial Planning located?**
Advisia Financial Planning's principal office is in Bellevue, WA, according to its Form ADV.

**Is Advisia Financial Planning registered with the SEC or a state?**
Advisia Financial Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340257.

**Does Advisia Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340257

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advisiafp.com
- Facebook @AdvisiaFinancialPlanning
- LinkedIn @advisia-financial-planning-llc
- LinkedIn @jeffreywalters

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisia Financial Planning (CRD 340257): Form ADV filing data as of October 2026.