Holly Davis is a CFP-designated registered investment advisor at Alta Via Financial Planning, based in Seattle, WA, with 9 years of industry experience. Holly 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, Gen X, and 7 more. Their firm serves 23 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Alta Via Financial Planning offers ongoing financial planning services for an annual flat fee, billed quarterly. The fee starts at $6,000 for individuals and $8,000 for couples, based on an hourly rate of $400. The final fee depends on the client's needs, complexity, and resources required. Clients work with a planner to develop and implement their plan, with regular reviews and adjustments as needed.
Alta Via Financial Planning offers project-based financial planning services at an hourly rate of $400. The fee may be negotiable. AVFP may request 50% of the fee in advance, with the remainder due upon completion of the services.
Contact
Holly Davis
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Holly is the Treasurer of a condo association, requiring minimal time during trading hours.
Employment History
Current Registrations
Alta Via Financial Planning
Previous Registrations
Arrivity Financial Planning
State Registrations2 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
Additional Information
We are based in Seattle, WA, and serve clients virtually throughout the US. As an avid skier, cyclist, runner and mountain lover, I work with many clients who are also passionate about spending as much time as possible recreating in the mountains with their families. I specialize in helping busy families prioritize their multiple competing financial goals, such as: