Andy Mardock
ViviFi Planning · Bend, Oregon
Andy Mardock is a fee-only financial advisor at ViviFi Planning in Bend, Oregon, who holds the CFP and MBA credentials. Andy charges an ongoing planning fee and focuses on tax planning and small business owners.
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Specialties
Facts
| Firm | ViviFi Planning |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $10.5M across 72 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in OR · CRD 5819336 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | vivifiplan.com |
| Profile |
How Andy's firm compares
- ViviFi Planning's average account is about $145,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Andy
Is Andy Mardock a fee-only financial advisor?
Yes. Andy Mardock is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andy's firm.
How does Andy charge for financial advice?
Andy charges an ongoing planning fee.
Where is Andy Mardock based?
Andy Mardock is based in Bend, Oregon.
What does Andy specialize in?
Andy's specialties include tax planning and small business owners.
What credentials does Andy Mardock hold?
Andy Mardock holds the CFP and MBA credentials.
Is Andy Mardock registered with the SEC?
Yes. Andy Mardock is registered as an investment adviser representative in OR (CRD 5819336), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does ViviFi Planning manage?
ViviFi Planning reports $10.5M across 72 accounts in assets under management.
How do I contact Andy Mardock?
Through Andy's website, vivifiplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- ViviFi Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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