Holly Davis
Planning for busy families with active outdoor lives balancing competing goals, plus equity compensation guidance for tech workers.
Alta Via Financial Planning LLC · Seattle, Washington
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.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Tech employees
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.
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, and meets in person |
| Accepting new clients | Yes |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in TX, WA · CRD 6566082 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | altaviafp.com |
| Profile |
How Holly's firm compares
- Ongoing planning starts at $6,000 a year, above the Washington median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $8,000, above the Washington median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $450, above the Washington median of $300 for fee-only firms that publish prices.
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Questions about Holly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Advice-Only Network listing : advice-only practices, no product sales
- Alta Via Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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