VIVIFI PLANNING

VIVIFI PLANNING is an SEC-registered investment adviser (CRD 299713). Regulatory assets under management: $10.5M.

Registration

• CRD: 299713
• Type: Registered investment adviser
• Phone: (541) 639-4421
• Latest filing: 2026-06-03
• Regulatory AUM: $10.5M
• Discretionary AUM: $10.5M
• Clients: 2
• Accounts: 72

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299713 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search