Nancy Dienes is a CFP-designated registered investment advisor at Arrivity Financial Planning, based in Seattle, WA, with 15 years of industry experience. Nancy 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, Insurance Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Arrivity Financial Planning offers annual or biennial reviews to monitor progress, update net worth and savings goals, and rebalance investment portfolios. Fees are billed on an hourly basis at $400 per hour, with project totals typically ranging from $3,200 to $8,000 depending on the complexity of your situation and the time required.
- Initial comprehensive financial plan — $4,000 to $14,000 (typically 10 to 35 hours at $400/hour), covering cash flow, asset and debt management, retirement planning, and investment planning
- Plan updates — $4,000 to $12,000 (typically 10 to 30 hours at $400/hour), recommended every 3 years or when major life changes occur
- Special projects — Billed at $400 per hour, taking anywhere from 15 minutes to 3+ hours for specific questions or needs between annual reviews
- Hourly consulting — $400 per hour, billed in 15-minute increments
Contact
Nancy Dienes
Location
1200 Westlake Ave North, Suite 508, Seattle, WA, 98109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nancy owns rental real estate property and spends minimal time managing it. She also acts as attorney in fact for property management for her mother and is the trustee of a trust that holds investments, dedicating about 10-20% of her time to these activities. Additionally, Nancy is the general partner for La Jolla Investors, LLLP, spending minimal time on this activity.
Employment History
Current Registrations
Arrivity Financial Planning
Previous Registrations
Goddard Financial Planning, INC.
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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