Rivermax Financial Planning LLC

Overview

Rivermax Financial Planning LLC is an individually owned limited liability company that provides financial planning and discretionary portfolio management focused on individuals and small businesses. The firm offers a mix of fee arrangements — charging a percentage of assets under management as well as hourly and fixed fees — which allows flexibility across client engagements. Regulatory details such as the year of SEC registration are not listed in the source data. FINTRX classifies the adviser as unclassified; it is not identified as a capital allocator, pension consultant, related adviser, or active ESG investor, and it is not designated a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices