How does the advisor help clients – Key Takeaways:
VIVIFI PLANNING is a leading financial advisory firm that provides expert guidance to clients looking to achieve their financial goals. With a team of highly knowledgeable and experienced advisors, VIVIFI PLANNING offers a range of services and solutions to help clients make sound financial decisions.
Facts and Insights
Founded in 2008, VIVIFI PLANNING has over 12 years of experience in the financial planning industry. The firm’s advisors manage a total of $500 million in client assets, and offer a range of financial services to cater to the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
VIVIFI PLANNING offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
VIVIFI PLANNING works with a diverse range of clients, including high-net-worth individuals, families, and small business owners. Their team of advisors has the expertise to cater to the unique needs of each client and provide customized financial solutions.
Fees & Compensation
As a fee-only financial advisory firm, VIVIFI PLANNING is committed to acting in the best interest of its clients. Their advisors do not earn any commissions or sales-based fees, and are only compensated through a percentage of client assets under management. This ensures that their recommendations are unbiased and solely focused on helping clients achieve their financial goals.
Background
VIVIFI PLANNING was founded by [Founder’s Name], a highly experienced and certified financial planner with over 20 years of experience in the industry. He has been recognized for his expertise and success by various publications, including [Publication Name], and is known for his client-centric approach and personalized financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, VIVIFI PLANNING is legally required to disclose any conflicts of interest to its clients. These disclosures can be found in their Form ADV, which is publicly available on the Securities and Exchange Commission’s website. Additionally, the firm’s advisors adhere to a strict code of ethics and put their clients’ interests first in all their recommendations and actions.