Arrivity Financial Planning
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 167976
- Website
- arrivity.com
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Arrivity Financial Planning is structured as a corporation owned by an individual and is recorded in the dataset as providing financial planning services rather than ongoing investment management. Its primary fee model is hourly charges, which aligns with a project- or advice-focused practice instead of asset-based billing. The firm is not identified as a capital allocator and is not marked as an active ESG investor, a pension consultant, or a multi-state adviser in the available records. The data classifies the firm as unclassified, and there is no indication of related-adviser arrangements.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Ralph White
Principal & Financial PlannerCRD 3251883

Sandra Jones
Financial PlannerCRD 7149862

Nancy Dienes
Principal & Financial PlannerCRD 5608652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 1200 Westlake Ave N
- Time zone
- PT (UTC-8)
- Office locations
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