Inna Rivilis is a CFP-designated registered investment advisor at Sunflower Financial Planning, LLC, based in Windham, NH, with 16 years of industry experience. Inna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 20 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Contact
Inna Rivilis
Location
Windham, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sunflower Financial Planning, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Personal and Workplace Advisors
National Financial Services LLCBroker
Fidelity Brokerage Services LLCBroker
The Harbor Group, INC.
Calibre Advisory Services INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
We help midlife families build wealth while supporting aging parents and paying for college. We also guide pre-retirees through a confident transition to retirement with personalized, fee-only financial planning.