# Inna Rivilis

> Inna Rivilis is a fee-only financial advisor at Sunflower Financial Planning, LLC in Windham, New Hampshire, who holds the CFP and MSFP credentials. Inna charges a one-time planning fee and an ongoing planning fee and focuses on retirement planning and equity compensation.

Page: https://find.wellspent.co/advisors/inna-rivilis/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sunflower Financial Planning, LLC
- **Based in:** Windham, New Hampshire
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Assets under management (firm):** $9.3M across 18 accounts
- **Credentials:** CFP, MSFP
- **Specialties:** Retirement planning, Equity compensation
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5446775 (https://adviserinfo.sec.gov/individual/summary/5446775)
- **SEC registration:** Investment adviser representative in MA, NH, TX
- **Exams passed:** Series 65 (2007), Series 63 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://planwithsunflower.com

## Frequently asked questions

### Is Inna Rivilis a fee-only financial advisor?

Yes. Inna Rivilis is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Inna's firm.

### How does Inna charge for financial advice?

Inna charges a one-time planning fee and an ongoing planning fee.

### Where is Inna Rivilis based?

Inna Rivilis is based in Windham, New Hampshire.

### What does Inna specialize in?

Inna's specialties include retirement planning and equity compensation. Inna works with pre-retirees and retirees.

### What credentials does Inna Rivilis hold?

Inna Rivilis holds the CFP and MSFP credentials.

### Is Inna Rivilis registered with the SEC?

Yes. Inna Rivilis is registered as an investment adviser representative in MA, NH and TX (CRD 5446775), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sunflower Financial Planning, LLC manage?

Sunflower Financial Planning, LLC reports $9.3M across 18 accounts in assets under management.

### How do I contact Inna Rivilis?

Through Inna's website, planwithsunflower.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/inna-rivilis-53319): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.planwithsunflower.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.