Arrivity Financial Planning logo

Arrivity Financial Planning

Updated today

Client assets under management

$0

Clients

366

0% high-net worth

Advisors

6

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

61

Typical

Average account size

$0

About

Arrivity Financial Planning provides hourly, fee-only financial planning to individuals, couples, and families, offering comprehensive planning across cash flow, retirement, tax, estate, risk management, and occasional investment advice. The firm delivers written financial plans and periodic updates while clients retain full discretion over implementation; Arrivity does not take custody of client assets or provide discretionary portfolio management.

The firm structures engagements around an initial “get acquainted” meeting followed by a written plan and optional annual or triennial updates, and it offers implementation support in a consultative, non-discretionary role. Arrivity’s investment recommendations emphasize globally diversified, low-cost vehicles and are documented in Investment Policy Statements when appropriate; the firm is compensated on an hourly basis rather than by percentage-of-AUM fees.

Distinctive features include a disclosed 2020 consent order under the firm’s prior d/b/a for registration lapses—Arrivity paid a $15,000 fine and agreed to remedial policies—and the firm highlights adherence to CFP Board practice standards and a formal Code of Ethics. As a small team-based practice that serves several hundred clients through planning engagements rather than ongoing AUM relationships, Arrivity differs from many peers that commonly offer asset management or percent-of-AUM billing.

Client services

Financial planning

Expertise

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning

Fee options

Project-based

$400 per hour, billed in 15-minute increments, partial increments treated as whole increments.

Other

Fee-only: $400 per hour, billed in 15-minute increments, typical total fees range from $4,000 to $14,000 for initial plans, $3,200 to $8,000 for annual reviews, and $4,000 to $12,000 for plan updates.

Main office location

Arrivity Financial Planning

1200 Westlake Ave North, Suite 508

Seattle WA 98109, United States

Number of offices

1

Most active in

California · Colorado · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nancy D

CFP®

Seattle, WA

Arrivity Financial Planning

Nancy Dienes is a CFP® professional with 14 years of experience in financial planning. She has worked at Arrivity Financial Planning since 2017, including its predecessor firm, and previously at Blue Canoe Financial Planning, Inc. Nancy serves as the sole trustee of the John and Marilyn Dienes Trust and acts as attorney in fact for property management for her mother. Arrivity Financial Planning is a team-based firm that provides comprehensive, hourly, fee-only financial planning for individuals, couples, and families. The firm emphasizes non-discretionary engagements and investment guidance centered on globally diversified, low-cost index funds, while clients maintain full control of their accounts at third-party custodians.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

Sandra J

CFP®

Seattle, WA

Arrivity Financial Planning

Sandra Jones is a CFP® professional with six years of experience at Arrivity Financial Planning in Seattle, WA. She previously worked at Perkins Coie Trust Company for nine years. Outside of financial advising, she is a distributor for Advocare, a nutrition product company, a role she has held since 2007 with minimal time commitment. Arrivity Financial Planning is a team-based firm providing comprehensive, hourly, fee-only financial planning to individuals, couples, and families. The firm emphasizes non-discretionary planning with investment guidance focused on globally diversified, low-cost index funds, while clients maintain control of their accounts at third-party custodians.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

Anne Marie C

CFP®, Series 65

Seattle, WA

Arrivity Financial Planning

Anne Marie Consentino is a CFP® and holds a Series 65 license with three years of experience in financial planning. She has been with Arrivity Financial Planning since 2021 and previously worked at CPA Seattle in 2019 and 2021. Arrivity Financial Planning offers comprehensive, hourly, fee-only financial planning services to individuals, couples, and families. The firm emphasizes non-discretionary engagements without managing client assets and focuses on globally diversified, low-cost index fund investment guidance.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

Tyler D

Series 65

Seattle, WA

Arrivity Financial Planning

Tyler Donnelly is a financial advisor at Arrivity Financial Planning in Seattle, WA, with two years of industry experience. He holds a Series 65 designation and has worked at Arrivity since 2022. Prior to his advisory role, he was employed in various positions including at Merit Electric and Corepower Yoga. Arrivity Financial Planning offers hourly, fee-only financial planning services to individuals, couples, and families, focusing on areas such as cash flow, retirement, investment planning, tax, and estate considerations. The firm uses a non-discretionary approach, emphasizing globally diversified, low-cost index funds while clients retain control of their accounts at third-party custodians.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

Benjamin F

CFP®, Series 65

Seattle, WA

Arrivity Financial Planning

Benjamin Ferguson is a Series 65 licensed advisor at Arrivity Financial Planning in Seattle, WA, with one year of experience. Prior to joining Arrivity, he worked at 603 Financial, Inc. and held various legal positions including roles at GLP Attorneys P.S. Inc., Lowe Law Group, and Bishop Law Offices, P.S. Arrivity Financial Planning offers hourly, fee-only financial planning services focused on cash flow, retirement, investment, tax, and estate planning for individuals, couples, and families. The firm employs a team-based approach and emphasizes globally diversified, low-cost index fund investment guidance without discretionary management or custody of client assets.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

Ralph W

CFP®, Series 63

Seattle, WA

Arrivity Financial Planning

Ralph White is a CFP® with 11 years of experience in financial planning. He is currently with Arrivity Financial Planning, where he has worked since 2017 through its predecessor entities. His prior experience includes roles at Blue Canoe Financial Planning, Inc. Arrivity Financial Planning is a team-based firm that provides comprehensive, fee-only financial planning on an hourly basis to individuals, couples, and families. The firm’s approach emphasizes non-discretionary guidance using globally diversified, low-cost index funds, with clients maintaining full control and accounts at third-party custodians.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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