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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-10-2022
- Office Locations
- 1
Office Locations
About Still River Financial Planning
Still River Financial Planning is a fee-only, fiduciary RIA founded in 2021 serving young families and busy professionals in their 30s–40s. The firm provides comprehensive financial planning (retirement, tax, insurance, education, and equity-comp decisions) alongside investment planning and portfolio construction rooted in asset allocation and risk management, primarily using public funds. Based in MA, it works virtually with clients nationwide; custodies with Altruist.
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Investment Vehicles
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Owner & Executives
Joseph Anthony Calvetti
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #7456761
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,114,486 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,114,486 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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