# Alta Via Financial Planning

> Alta Via Financial Planning is a state-registered investment advisory firm in Seattle, WA, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated August 25, 2026.

- CRD: 325321
- Filed as: ALTA VIA FINANCIAL PLANNING
- Legal name: Alta Via Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325321
- AdvisorCensus page: https://advisorcensus.com/firm/alta-via-financial-planning-seattle-wa-325321

## Quick answers

**How is Alta Via Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Alta Via Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alta Via Financial Planning located?**
Alta Via Financial Planning's principal office is in Seattle, WA, according to its Form ADV.

**Is Alta Via Financial Planning registered with the SEC or a state?**
Alta Via Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325321.

**What types of clients does Alta Via Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (5).

**Does Alta Via Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325321

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $0 |
| High net worth individuals | 18 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [altaviafp.com](https://altaviafp.com)
- Instagram @altaviafp
- LinkedIn @96604429
- LinkedIn @hollywalkerdavis

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alta Via Financial Planning (CRD 325321): Form ADV filing data as of October 2026.