$10.5M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-18-2019
- Office Locations
- 1
Office Locations
-- Bend OR
About Vivifi Planning
ViviFi Planning is a fee-only, fiduciary financial planning firm in Bend, Oregon serving self-employed professionals nationwide. Led by founder Andy Mardock, CFP®, the practice focuses on tax-smart planning, retirement and investment planning, and portfolio construction, commonly using ETFs and mutual funds. Custodied with Charles Schwab.
Team overview
38 AVG AGE
$10.5M AVG AUM / ADVISOR
$373.9K AVG AUM / CLIENT
7.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Services
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Owner & Executives
ANDREW JUSTIN MARDOCK
Chief Compliance Officer, Founder, President
- CRD
- #5819336
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,469,572 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,469,572 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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