# Holly Davis > Holly Davis is a fee-only financial advisor at Alta Via Financial Planning LLC in Seattle, Washington, who holds the CFP and CPA credentials. Holly charges a subscription, a one-time planning fee and hourly fees (ongoing planning from $6,000 a year and $450 an hour) and focuses on retirement planning, tax planning and equity compensation. Page: https://find.wellspent.co/advisors/holly-davis/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Alta Via Financial Planning LLC - **Based in:** Seattle, Washington - **Fee model:** Subscription; One-time planning fee; Hourly - **Fees (firm's website):** ongoing planning from $6,000 a year; $450 an hour - **Fees (Advice-Only Network profile):** subscription from $7,000 a year; one-time plans from $8,000; $450 an hour - **Works virtually:** Yes (Advice-Only Network profile) - **Accepting new clients:** Yes (firm's website) - **Credentials:** CFP, CPA - **Specialties:** Retirement planning, Tax planning, Equity compensation - **Works with:** High earners, Pre-retirees, Tech employees - **CRD:** 6566082 (https://adviserinfo.sec.gov/individual/summary/6566082) - **SEC registration:** Investment adviser representative in TX, WA - **Exams passed:** Series 65 (2015) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://altaviafp.com ## About Holly Davis founded Alta Via Financial Planning in Seattle and serves clients virtually across the U.S. An avid skier, cyclist, runner and mountain lover, she works with many families who share an active outdoor lifestyle. She helps busy households balance competing goals such as college savings, buying a primary or vacation home, insurance, investments, retirement and taxes, and she specializes in equity compensation for tech workers. Holly spent 15 years in corporate finance as a CPA, moved to personal planning in 2014, earned the CFP marks and spent nine years giving hourly, project-based advice at an advice-only firm. She started Alta Via to build deeper, ongoing relationships with fewer clients and act as their accountability partner. She meets clients where they are, without judgment, and favors a less-is-more approach that simplifies finances and leaves room to enjoy life now. As a fiduciary she never sells products, and she has no asset minimum. ## Frequently asked questions ### Is Holly Davis a fee-only financial advisor? Yes. Holly Davis is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Holly's firm. ### How does Holly charge for financial advice? Holly charges a subscription, a one-time planning fee and hourly fees. ### How much does Holly charge? According to Alta Via Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; $450 an hour. ### Does Holly work with clients virtually? Yes. Holly's Advice-Only Network profile says they meet with clients virtually and in person. ### Where is Holly Davis based? Holly Davis is based in Seattle, Washington. ### What does Holly specialize in? Holly's specialties include retirement planning, tax planning and equity compensation. Holly works with high earners, pre-retirees and tech employees. ### What credentials does Holly Davis hold? Holly Davis holds the CFP and CPA credentials. ### Is Holly Davis registered with the SEC? Yes. Holly Davis is registered as an investment adviser representative in TX and WA (CRD 6566082), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How do I contact Holly Davis? Through Holly's website, altaviafp.com. ## Sources - XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/holly-davis-11447): XYPN members are fee-only - Advice-Only Network listing: advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://altaviafp.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.