THRIVE FINANCIAL PLANNING
Firm details
- Headquarters
- EL DORADO HILLS, California
- CRD number
- 172558
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.08%
- Individuals28.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Thrive Financial Planning is an independent, individually owned registered investment adviser operating as a corporation that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges clients using a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements, and it does not position itself as a capital allocator. Thrive does not identify as an active ESG investor and is not organized as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1SCOTT DRAPER
Certified Financial PlannerCRD 4749531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EL DORADO HILLS, CA
EL DORADO
Location
EL DORADO HILLS, CA
Headquartered in EL DORADO HILLS, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- EL DORADO
- Address
- 5170 Golden Foothill Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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