A complete list of active advisors currently associated with ViviFi Planning

Warmer can help you find a great advisor at ViviFi Planning or one who fits your needs even better.

ViviFi Planning is a state-registered, fee-only independent advisory firm operating as a single-advisor practice that manages approximately $10.5 million for a small client base of about 23 households. The firm provides ongoing comprehensive financial planning and discretionary investment management, plus project-based planning engagements and retirement plan consulting for employer-sponsored plans. The firm’s investment approach is centered on asset allocation and passive management grounded in Modern Portfolio Theory, typically using index mutual funds and ETFs to construct diversified, low-turnover portfolios intended to be cost- and tax-efficient. Financial planning is collaborative and ongoing: the adviser gathers client information, develops and monitors a written plan, assists with implementation where engaged, and coordinates with other professionals such as accountants and attorneys when appropriate. What is most distinctive for a firm of this size is its retirement plan consulting practice: ViviFi regularly advises plan sponsors and plan fiduciaries on plan structure, vendor selection, monitoring, and coordination with third-party administrators and recordkeepers, and serves in an ERISA advisory capacity. The firm also discloses limited exclusions for plan services (e.g., employer securities and other illiquid assets) and reports a fee-only, AUM-based compensation model without performance-based fees.

To learn more about the advisors currently working at ViviFi Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.