Still River Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,114,486
Total clients
26
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$119,788
About
Still River Financial Planning is a Massachusetts-registered, single-advisor investment adviser that serves individual and high-net-worth clients with tailored portfolio management, project-based and ongoing financial planning, and tax return preparation. The firm manages a small number of client relationships and reports roughly $3.1 million in discretionary assets under management.
The firm’s investment approach is grounded in Modern Portfolio Theory and predominantly passive management, constructing asset-allocation portfolios using index mutual funds and ETFs and implementing discretionary trading with quarterly reviews and the ability to accommodate client-imposed restrictions in writing. Financial planning engagements produce written or electronic plans and ongoing subscriptions include monitoring and implementation support, with investment management and tax services sometimes bundled into those planning arrangements.
Compared with many independent peers, Still River relies primarily on fixed, project-based, hourly, and subscription fee arrangements rather than a standard percentage-of-assets billing model, and it offers tax preparation as a client service. The firm also provides required annual regulatory disclosures and other periodic written communications to clients, does not aggregate block trades, and does not issue separate written account reports to investment advisory clients.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Tax prep
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fee ranging from $3,000 to $6,000 (negotiable)
$250 per hour (negotiable in certain cases)
Ongoing Comprehensive Financial Planning: Upfront charge $1,500 plus annual fee $3,600 - $10,200 paid monthly or quarterly (negotiable)
Main office location
Still River Financial Planning
Ayer MA, United States
Number of offices
1
Most active in
Still River Financial Planning has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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