Still River Financial Planning LLC
Ayer, Massachusetts
Still River Financial Planning LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 26 individual clients, 5 of them high net worth.
- Its average account is about $82,000 (assets it manages divided by its 38 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Ayer, Massachusetts |
|---|---|
| Website | stillriverfinancial.com |
Questions about Still River Financial Planning LLC
How is Still River Financial Planning LLC paid?
Still River Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Still River Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Still River Financial Planning LLC, and 1 hold the CFP.
What is the average account at Still River Financial Planning LLC?
Still River Financial Planning LLC's average account is about $82,000. That's the assets on its Form ADV divided by its 38 accounts.
Still River Financial Planning LLC fees
Still River Financial Planning LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 21 |
| High-net-worth clients | 5 |
| Accounts managed | 38 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 317254 |
Advisors at this firm (2)
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