Alta Via Financial Planning fees and pricing
Financial planner in Seattle, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, Alta Via Financial Planning charges $450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Project-Based Financial Planning Project-based financial planning engagements are offered at our hourly rate of $450.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alta Via Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in some cases and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Each time the Adviser charges a fee, the Adviser will send the client a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself, and the time period covered by the fee.”
- “Fees are paid quarterly in arrears, starting at $6,000 for individuals and $8,000 for couples.”
How Alta Via Financial Planning’s fees compare
- Its hourly rate of $450 is above the Washington median of $300. 93% of the 216 other Washington planners that publish an hourly rate charge less.
- 37 of the 38 other planners in Seattle that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Alta Via Financial Planning
- Principal: Holly Davis
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325321
- Phone
- (206) 880-1578
Other planners in Seattle that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Brighton Jones LLCSeattle$150-$300/hr, $5,000-$25,000
- Cadence Wealth Management, LLCSeattle$250/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.