Thinkplansave

Overview

Thinkplansave is a small, independent advisory firm that manages concentrated equity-oriented portfolios for individual and family clients. The firm emphasizes direct exposure to exchange-traded equities, using a fee model that blends percentage-of-AUM charging with hourly and fixed-fee planning work. Advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers when appropriate. The firm operates as a capital allocator at a modest scale, preferring liquid, listed instruments to implement client strategies rather than broad allocations to private or specialist alternative managers. Given the firm’s client mix and asset concentration, investment activity appears focused on building diversified equity exposure through ETFs and listed stocks while providing tailored planning and execution for a small number of high-net-worth families and individuals. The advisory setup and fee options suggest a combination of ongoing investment management plus project-based planning engagements.

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Location & Offices