Arrivity Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arrivity Financial Planning provides hourly, fee‑only comprehensive financial planning to individuals, couples and families, addressing cash flow, retirement, tax, estate, education and risk‑management topics. The firm offers initial written plans, periodic annual or multi‑year updates, and shorter special projects, all billed by the hour.
The firm’s advice focuses on aligning near‑term cash needs with long‑term goals and typically favors passively managed, low‑cost index funds within globally diversified allocations; clients generally receive an Investment Policy Statement when appropriate. Arrivity does not serve as a discretionary portfolio manager, does not take custody of client assets, and implementation support (such as custodial transfers or rebalancing assistance) is provided in a supportive, noncustodial role and billed hourly.
A notable disclosure in the firm’s brochure is a 2020 Consent Order with the Washington State Department of Financial Institutions related to registration filing violations and a $15,000 fine, which the firm reports it addressed through policy changes. The firm is also atypical among peers in reporting no reportable assets under management and in not using percentage‑of‑AUM fees, commissions, trailer fees or soft‑dollar arrangements.
Client services
Expertise
Fee options
$400 per hour, billed in 15-minute increments; partial increments treated as whole increments.
Fee-only: Hourly rate of $400 per hour, billed in 15-minute increments, with typical engagement fees ranging from approximately $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, based on hours spent (10-35 hours for initial plans, 8-20 hours for annual reviews, 10-30 hours for plan updates).
Main office
1200 Westlake Ave North, Suite 508
Seattle WA 98109
Advisors at this office
7
Most active in
California · Colorado · Oregon · Texas · Washington
Also doing business as
603 Financial, Inc. · Arrivity Financial Planning · Blue Canoe Financial Planning · Blue Canoe Financial Planning, Inc. · Goddard Financial Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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