Inna Rivilis
Sunflower Financial Planning, LLC · Windham, New Hampshire
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.
Request an introduction to Inna →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Sunflower Financial Planning, LLC |
|---|---|
| Based in | Windham, New Hampshire |
| Fee model | One-time planning fee · Ongoing planning fee |
| Assets under management | $9.3M across 18 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 5446775 |
| Exams passed | Series 65 (2007) · Series 63 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | planwithsunflower.com |
| Profile |
How Inna's firm compares
- Sunflower Financial Planning, LLC's average account is about $519,000, from its Form ADV (assets managed divided by 18 accounts).
Request an introduction to Inna
Tell Inna a little about what you're looking for. Inna isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Inna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sunflower Financial Planning, LLC 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.
See something wrong? Request a correction. Read our methodology.