RIVERBEND PLANNING GROUP LLC

Overview

Riverbend Planning Group LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a fee model that includes a percentage of assets under management, hourly charges and fixed fees, which supports both ongoing portfolio oversight and standalone planning engagements. Riverbend emphasizes manager-driven portfolios built largely with pooled public funds rather than in-house proprietary products, and it does not position itself as an ESG-focused allocator. The adviser operates with a high degree of discretionary authority—virtually all client assets are managed on a discretionary basis—so portfolio decisions, rebalancing and trade implementation are handled centrally. Given the boutique scale, Riverbend’s approach appears to be a mix of model or manager selection using mutual funds and other pooled vehicles, paired with financial planning work for clients who need cash-flow, retirement and small-business planning support.

Assets & Accounts

Investments & Alternatives

Location & Offices