Arrivity Financial Planning

Fixed/Hourly

Arrivity Financial Planning is an hourly, fee-only financial planning firm based in Seattle, Washington. Operating since 2013, the firm specializes in comprehensive financial planning for individuals, couples, and their families. Arrivity Financial Planning helps clients navigate cash flow and budgeting, education funding, retirement planning, risk management, estate planning, tax planning, and periodic investment advice. The firm operates on an hourly fee model, charging $400 per hour, and clients retain full discretion over all implementation decisions. Arrivity Financial Planning does not manage investment portfolios directly on a discretionary basis, nor does it require minimum asset or income levels to work with clients.

Assets Under ManagementN/A
ClientsN/A
Advisors7
Avg. per ClientN/A
Avg. per AdvisorN/A

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
Annual Retainer:$3,200 - $8,000/year
One-Time Plan:$4,000 - $14,000
Hourly Rate:$400/hr
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Location

7 Advisors at this firm

Arrivity Financial Planning - Fees, AUM & Advisors | TrueAdvisor