Alta Via Financial Planning LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 23 individual clients, 18 of them high net worth.
- Its ongoing planning fee starts at $6,000 a year, above the Washington median of $4,500.
- Its hourly rate of $450 is above the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | altaviafp.com |
| [email protected] | |
| Phone | (206) 880-1578 |
Questions about Alta Via Financial Planning LLC
How much does Alta Via Financial Planning LLC charge?
Alta Via Financial Planning LLC publishes these prices: ongoing planning: from $6,000 a year; hourly: $450 an hour. We found this on its website, checked October 28, 2026.
How is Alta Via Financial Planning LLC paid?
Alta Via Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Alta Via Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Alta Via Financial Planning LLC.
What does Alta Via Financial Planning LLC specialize in?
Alta Via Financial Planning LLC's advisors and website list retirement planning, tax planning and equity compensation.
Is Alta Via Financial Planning LLC accepting new clients?
Yes, according to Alta Via Financial Planning LLC's website, checked October 28, 2026.
Alta Via Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Hourly | $450 an hour |
| How it charges | Hourly · Ongoing planning fee |
In the firm's words
"the Ongoing Services annual fee applies, between $6,000 and $9,000, depending on complexity" source
"All prices are based on our $450 hourly fee and are paid in arrears." source
"All prices are based on our $450 hourly fee and are paid in arrears." source
"the Ongoing Services annual fee applies, between $6,000 and $9,000, depending on complexity" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 5 |
| High-net-worth clients | 18 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 325321 |