PLAN2THRIVE FINANCIAL, LLC
Doing business as PLAN2THRIVE FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$147,546,146
Discretionary
$136,331,449
Non-discretionary
$11,214,697
Firm details
- CRD number
- 317005
- SEC file number
- 801-132052
- Main office
- ELDRIDGE, IA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.plan2thrivefs.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.