A complete list of active advisors currently associated with Arrivity Financial Planning

Warmer can help you find a great advisor at Arrivity Financial Planning or one who fits your needs even better.

Arrivity Financial Planning provides comprehensive, hourly, fee-only financial planning to individuals, couples and families, covering retirement and distribution planning, cash flow and budgeting, education funding, tax and estate planning, risk management, and periodic investment advice. The firm delivers written financial plans and Investment Policy Statements but does not maintain reportable client assets under management or act as a discretionary portfolio manager. The firm’s advice emphasizes matching near-term cash needs with long-term goals, favoring globally diversified, low-cost index funds for long-term allocations and using investment policy documents to confirm objectives and constraints. Arrivity assists clients with implementation in a support role (for example, helping with custodian interactions) but leaves final execution and custody with client-selected custodians and does not vote proxies for client accounts. Compared with many team firms, Arrivity’s practice is notable for operating solely as an hourly planning firm rather than charging percentage-of-AUM fees or managing individual portfolios, and for stating it does not target high‑net‑worth only clientele or use performance-based compensation. The firm also discloses a prior regulatory consent order with the Washington State Department of Financial Institutions in 2020 relating to registration filings, for which it paid a monetary penalty and agreed to corrective compliance measures.

To learn more about the advisors currently working at Arrivity Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.