Still River Financial Planning

Overview

Still River Financial Planning is a small, independent registered investment adviser structured as an LLC and operated by an individual owner. The firm concentrates on delivering fee-based planning and portfolio management to individuals and families, with particular attention to smaller household relationships and owner-managed small business clients. Engagements tend to be project- or time-based — the firm charges hourly or fixed fees rather than asset-based retainers — which aligns with a focus on financial planning work and targeted portfolio oversight rather than large-scale institutional management. Investment activity is centered on public pooled vehicles; the firm's filings show virtually all client assets invested in mutual funds and other public funds. Still River is not positioned as a capital allocator or as an active ESG investor, and it does not operate as a multi-state advisory platform. The firm also lists publishing periodicals or newsletters among its activities, suggesting it produces client communications or written guidance as part of its service mix.

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Location & Offices