Rivermax Financial Planning LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 340438
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rivermax Financial Planning LLC is a Massachusetts-based limited liability company focused on individualized financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and presents a mix of engagement models: percentage-of-AUM billing alongside hourly and fixed-fee arrangements, indicating a practice that can serve both ongoing advisory relationships and one-off planning engagements. The firm’s stated activities do not include ESG investing, pension consulting, or related-adviser arrangements, and it is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kevin Maxwell
Chief Compliance Officer & Managing MemberCRD 1097905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 24 School St
- Time zone
- ET (UTC-5)
- Office locations
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