Think Different Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 312539
- Registered since
- April 3, 2026
- Website
- thinkdifferentfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI98.41%
- Individuals1.59%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Think Different Financial Planning is an independent, owner-operated limited liability RIA that registered with the SEC in 2026. The firm focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its adviser model is fee-based with hourly and fixed-fee arrangements rather than percentage-based ongoing billing. The firm identifies as a capital allocator and reports active consideration of ESG factors in its investing approach.
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 Funds70%
- Exchange Traded Equities28%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
William Steinberger
Founder & CEOCRD 5541333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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