# Vivifi Planning

> Vivifi Planning is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 299713
- Filed as: VIVIFI PLANNING
- Legal name: Mardock Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299713
- AdvisorCensus page: https://advisorcensus.com/firm/vivifi-planning-299713

## Quick answers

**How is Vivifi Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Vivifi Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Vivifi Planning registered with the SEC or a state?**
Vivifi Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299713.

**How much does Vivifi Planning manage?**
Vivifi Planning reports $10,469,572 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**What types of clients does Vivifi Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (9).

**Does Vivifi Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299713

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,469,572
- Discretionary: $10,469,572
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,017,966 |
| High net worth individuals | 9 | $8,451,606 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vivifiplan.com
- Facebook @vivifiplan
- Instagram @vivifi_planning
- LinkedIn @andymardock
- YouTube @UC4hONzvMa6ieZ4XQn9Xfj3w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vivifi Planning (CRD 299713): Form ADV filing data as of October 2026.