Rivermax Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Rivermax Financial Planning LLC is an independent investment adviser that offers discretionary portfolio management alongside both project‑based and ongoing comprehensive financial planning for individuals and high‑net‑worth clients. The firm’s planning services cover areas such as investment policy development, business planning, employee benefits optimization, cash‑flow and debt management, tax strategies, estate planning, and written financial plans.
Rivermax describes an approach that combines passive and active strategies, individualized Investment Policy Statements, and the use of model portfolios available through the Altruist Model Marketplace to implement asset allocation and security selection. Its stated methods include fundamental, quantitative, technical and cyclical analysis, and the brochure discloses the potential use of higher‑risk techniques such as options, margin, and short sales when appropriate.
Distinctive features noted in the brochure include that this is the firm’s first Form ADV filing and it currently reports no assets or clients, and that Rivermax requires clients to use the Altruist custodial platform and may subscribe client accounts to Altruist model portfolios (with model fees included in its advisory fee). The firm also emphasizes a documented, client‑collaborative planning process with scheduled check‑ins and annual plan updates and offers both one‑time and ongoing engagements with negotiated fee arrangements.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$2,000 to $4,000 for project-based financial planning; $600 to $1100 quarterly fixed fee for ongoing financial planning
$0 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001+: 0.50% annually
$150 to $200 per hour
Main office location
Rivermax Financial Planning LLC
24 School Street, 2 Nd Floor
Boston MA 02108, United States
Number of offices
2
Most active in
Rivermax Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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