Firm
ViviFi Planning
Bend, Oregon
Fee-only
ViviFi Planning at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 23 individual clients, 9 of them high net worth.
- Its average account is about $145,000 (assets it manages divided by its 72 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | vivifiplan.com |
| [email protected] | |
| Phone | (541) 639-4421 |
ViviFi Planning fees
ViviFi Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 14 |
| High-net-worth clients | 9 |
| Accounts managed | 72 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 299713 |