Nancy Dienes is a CFP-designated registered investment advisor at Arrivity Financial Planning, based in Seattle, WA, with 14 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Arrivity Financial Planning provides investment advice as part of their financial planning services. They do not manage client accounts directly. Investment recommendations are based on your financial situation, needs, goals, and risk tolerance. They favor passively managed, low-cost index mutual funds and ETFs. They assist with implementing the recommendations of the financial plans, such as participating in phone calls to the custodian to transfer funds or assisting the client using their custodian’s website to re-allocate funds within the client’s account. This assistance is billed at $375 per hour in 15-minute increments.
Contact
Nancy Dienes
Location
1200 Westlake Ave North, Suite 508, Seattle, WA, 98109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy owns rental real estate property and spends minimal time managing it. She also acts as attorney in fact for property management for her mother and is the trustee of a trust that holds investments, dedicating about 10-20% of her time to these activities. Additionally, Nancy is the general partner for La Jolla Investors, LLLP, spending minimal time on this activity.
Employment History
Current Registrations
Arrivity Financial Planning
Previous Registrations
Goddard Financial Planning, INC.
State Registrations5 states
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Exams