Arrivity Financial Planning

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
7

Firm details

Headquarters
Seattle, Washington
CRD number
167976
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Arrivity Financial Planning is a small, corporately organized advisory that describes its primary activity as financial planning services. The firm is individually owned and bills clients on an hourly basis rather than by asset-based fees or retainer arrangements. It does not identify as an ESG investor, is not registered as a multistate adviser, and is not positioned as a capital allocator or pension consultant. The firm’s regulatory registration year is not provided and its classification is listed as unclassified.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Anne Marie Consentino

    Anne Marie Consentino

    Financial PlannerCRD 7645014

  • Nancy Dienes

    Nancy Dienes

    Principal & Financial PlannerCRD 5608652

  • Benjamin Ferguson

    Benjamin Ferguson

    AttorneyCRD 7939911

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth