Joe Calvetti
Still River Financial Planning LLC · Ayer, Massachusetts
Joe Calvetti is a fee-only financial advisor at Still River Financial Planning LLC in Ayer, Massachusetts, who holds the CFP and CPA credentials. Still River Financial Planning LLC reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Still River Financial Planning LLC |
|---|---|
| Based in | Ayer, Massachusetts |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $3.1M across 38 accounts |
| Credentials | CFP · CPA |
| Firm size | 1 employee |
| Website | stillriverfinancial.com |
| Profile |
How Joe's firm compares
- Still River Financial Planning LLC's average account is about $82,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Joe
Is Joe Calvetti a fee-only financial advisor?
Yes. Joe Calvetti is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Joe charge for financial advice?
Joe's firm, Still River Financial Planning LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Joe Calvetti based?
Joe Calvetti is based in Ayer, Massachusetts.
What credentials does Joe Calvetti hold?
Joe Calvetti holds the CFP and CPA credentials.
How much does Still River Financial Planning LLC manage?
Still River Financial Planning LLC reports $3.1M across 38 accounts in assets under management.
How do I contact Joe Calvetti?
Through Joe's website, stillriverfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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