Saco River Financial Planning

Overview

Saco River Financial Planning is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm offers fee arrangements that include a percentage of assets under management, hourly fees, and fixed-fee engagements, and it provides both discretionary and non‑discretionary services. It does not position itself as an ESG investor and is not registered as a multi‑state adviser. Client work centers on personalized planning and investment management for individuals and small businesses rather than institutional consulting or capital allocation across external managers. The firm reports active use of third‑party vehicles for certain alternative exposures and employs traditional products such as mutual funds and annuities as part of client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives