Plan2thrive Financial

RIASEC Registered

Total AUM

$148M

Discretionary

$136M

92% of AUM

Avg account

$193K

Accounts

766

Employees

Advisory reps

Firm details

Headquarters: Eldridge, Iowa
CRD number: 317005
Registered since: March 3, 2025
Website: www.plan2thrivefs.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., JOHN HANCOCK DISTRIBUTORS LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI48.92%
Individuals38.21%
Pension & Profit Sharing Plans7.6%
Charitable Organizations5.27%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Plan2thrive Financial is an independent, individual-owned RIA that registered with the SEC in 2025. The firm acts as a capital allocator and serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting practice.