Arrivity Financial Planning

The firm is led by founder Shawn Tydlaska and maintains a small team structure. Public disclosures characterize the practice as a boutique RIA where the founder serves as the primary relationship lead for planning and investment decisions.

Arrivity is compensated solely by client-paid fees — typically a percentage of assets under management or a flat retainer for planning services. The firm does not accept commissions, referral fees, or revenue-sharing payments from product providers, aligning with its fiduciary-required obligation.

Yes — the firm's public materials emphasize planning as the lead engagement. Clients with concentrated equity can engage Arrivity for equity-compensation analysis, tax planning, and retirement projections on a flat-fee or subscription basis before or without transitioning assets to the firm for ongoing management.

As a planning-centric RIA serving clients with large single-stock concentrations, Arrivity generally avoids speculative private placements, direct venture deals, and alternative investments that could further complicate an already concentrated balance sheet. The investment approach skews toward liquid, diversified public-market portfolios designed to reduce company-specific risk.

The firm models vesting schedules, exercise strategies for incentive and non-qualified stock options, concentrated-position exit plans, and AMT implications — all integrated with the client's broader cash-flow and retirement plan. This goes beyond a standard asset-location exercise and constitutes the core intellectual property of the practice.