Still River Financial Planning

Overview

Still River Financial Planning is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual clients and small businesses. Compensation is not primarily asset-based: Still River uses hourly charges and fixed fees instead of a traditional AUM fee schedule. The firm also publishes periodicals or newsletters as part of its advisory activities. It is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives