Arrivity Financial Planning

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
7
Advisory reps
7

Firm details

Headquarters
Seattle, Washington
CRD number
167976
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Arrivity Financial Planning is structured as a corporation owned by an individual and is recorded in the dataset as providing financial planning services rather than ongoing investment management. Its primary fee model is hourly charges, which aligns with a project- or advice-focused practice instead of asset-based billing. The firm is not identified as a capital allocator and is not marked as an active ESG investor, a pension consultant, or a multi-state adviser in the available records. The data classifies the firm as unclassified, and there is no indication of related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Ralph White

    Ralph White

    Principal & Financial PlannerCRD 3251883

  • Sandra Jones

    Sandra Jones

    Financial PlannerCRD 7149862

  • Nancy Dienes

    Nancy Dienes

    Principal & Financial PlannerCRD 5608652

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
1200 Westlake Ave N
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth