Vivifi Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$4,800

“Ongoing Comprehensive Financial Planning and Investment Advisory Services Adviser charges a Minimum Annual Fee for Ongoing Comprehensive Financial Planning and Investment Advisory Services of $4,800.”

Annual fee

Up to $20,000/yr

“The fee for Ongoing Comprehensive Financial Planning is paid monthly or quarterly at the rate of $0 to $20,000 per year, depending on the complexity and needs of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Vivifi Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “However, in certain instances and at ViviFi’s discretion, fees may be paid in arrears.”
• “Upon termination of the service, a prorated fee will be calculated based on the number of days remaining in the month or quarter as determined by the client’s billing frequency, and any unearned fee will be refunded to Client.”
• “The minimum commitment and enrollment charge are negotiable.”

How Vivifi Planning’s fees compare

• Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
• 8 of the 16 other planners in Bend that publish an hourly rate charge less.
• Its flat or project fee of $4,800 is above the Oregon median of $4,000. 55% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 4 of the 11 other planners in Bend that publish a flat or project fee charge less.
• Its annual fee of up to $20,000 spans the Oregon median of $7,750. 55% of the 33 other Oregon planners that publish an annual fee charge less.
• 2 of the 6 other planners in Bend that publish an annual fee charge less.

About Vivifi Planning

• Principal: Andrew Mardock
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

23

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$10,469,572

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299713

Website

instagram.com/vivifi_planning (opens in new tab)

Phone

(541) 639-4421

Other planners in Bend that publish fees

• 2260 WestBend$450/hr, $3,000
• Alongside Financial PartnersBend$15,000/yr
• Alpine Road FinancialBend$500/hr
• Aspire Wealth Advisors, LLCBend$250/hr
• Axia Wealth Management IncBend$350/hr, $5,000
• Axiom Wealth Strategies, LLCBend$150/hr, $5,000

Compare all 28 planners in Bend