Overview
Assets Under Management: $148 million
Headquarters: ELDRIDGE, IA
High-Net-Worth Clients: 25
Average Client Assets: $2.9 million
Frequently Asked Questions
PLAN2THRIVE FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317005), PLAN2THRIVE FINANCIAL is subject to fiduciary duty under federal law.
PLAN2THRIVE FINANCIAL is headquartered in ELDRIDGE, IA.
PLAN2THRIVE FINANCIAL serves 25 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, PLAN2THRIVE FINANCIAL offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PLAN2THRIVE FINANCIAL manages $148 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, PLAN2THRIVE FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.92%
Average Client Assets: $2.9 million
Total Client Accounts: 766
Discretionary Accounts: 763
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 317005
Filing ID: 2049702
Last Filing Date: 2026-02-17 13:59:04