RIA Intel›Advisers›New Hampshire›SACO RIVER FINANCIAL PLANNING LLC

SACO RIVER FINANCIAL PLANNING LLC

Advisory

NH

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account

$224K

across 122 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$4M

Non-Discretionary AUM$23M

Discretionary %14.7%

Total Clients122

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

122 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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