Vivifi Planning
Firm details
- Headquarters
- ,
- CRD number
- 299713
- Website
- www.vivifiplan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.73%
- Individuals19.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vivifi Planning operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee engagements, giving flexibility for both ongoing asset management relationships and project-based advice. FINTRX notes the firm is not active on ESG investing and is not positioned as a capital allocator. The adviser appears to run a small, client-focused practice rather than a multi-state or institutional platform.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- US Government Bonds7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Andrew Mardock
Founder and PresidentCRD 5819336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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