PLAN2THRIVE FINANCIAL

Overview

Plan2thrive Financial is an independent registered investment adviser structured as a limited liability company and listed with an SEC registration year of 2025. The firm serves both individual and family clients as well as institutional clients, operating as a capital allocator that selects third-party managers when appropriate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, giving flexibility across planning and management relationships. Public filings indicate the firm is not positioned as an active ESG investor and does not identify as a multi-state or pension consultant adviser. Investment activity is concentrated in pooled public vehicles: Plan2thrive’s manager allocation favors mutual funds and other public fund structures, and the firm uses external managers for alternative exposure, particularly in real estate. Discretionary management is the dominant operating model, reflecting an emphasis on ongoing portfolio oversight for most client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices