Viable Planning, Llc
- Regulatory AUM
- $214M
- Discretionary
- $214M
- Clients
- 206
- Avg AUM / client
- $1.0M
- Accounts
- 645
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 150 | $34.7M | 16.2% |
| High net worth individuals | 49 | $126M | 58.8% |
| Pension and profit sharing plans | 7 | $53.5M | 25.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| S. Rothschild & Co., Inc. 401(k) Savings Plan S. Rothschild & Co., Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Francis Savini | Owner, Cco | CFP | Jun 2022 (4y) | 50% – 75% |
| Gregg Michael Gottlieb | Owner | CFP | Mar 2024 (2y) | 50% – 75% |
| Taylor Kishfy | Registered representative | CFP | Jul 2025 (1y) | |
| Mary Elizabeth Focht | Registered representative | CFP | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| S. Rothschild & Co., Inc. 401(k) Savings Plan | S. Rothschild & Co., Inc. | 121 | $16.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $139M (65% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗