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 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.

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.