# Still River Financial Planning

> Still River Financial Planning is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 317254
- Filed as: STILL RIVER FINANCIAL PLANNING
- Legal name: Still River Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317254
- AdvisorCensus page: https://advisorcensus.com/firm/still-river-financial-planning-317254

## Quick answers

**How is Still River Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Still River Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Still River Financial Planning registered with the SEC or a state?**
Still River Financial Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317254.

**How much does Still River Financial Planning manage?**
Still River Financial Planning reports $3,114,486 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Still River Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (5).

**Does Still River Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317254

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,114,486
- Discretionary: $3,114,486
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $2,011,879 |
| High net worth individuals | 5 | $1,102,607 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stillriverfinancial.com
- Facebook @joey.calvetti
- Facebook @stillriverfinancial
- Instagram @jcalvetti16
- Instagram @stillriverfinancial
- LinkedIn @still-river-financial-planning
- LinkedIn @joe-calvetti-cpa-cfp®-2084b927

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Still River Financial Planning (CRD 317254): Form ADV filing data as of October 2026.