Think Different Financial Planning

Overview

Think Different Financial Planning is an independent, individual-owned LLC that provides financial planning and portfolio management primarily for individual and family clients. The firm operates as a capital allocator and performs selection of other advisers, indicating it outsources or recommends external managers as part of client programs. Its advisory engagement model emphasizes fee-for-service work — charging hourly and fixed fees rather than a wrap or pure AUM-based billing approach. The firm reports being an active ESG investor, and its advisory activities are focused on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices