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, individual-owned RIA organized as an LLC and SEC-registered in 2026. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its client billing is based on fixed fees and hourly charges rather than percentage-of-assets pricing. FINTRX flags the firm as a capital allocator and as an active ESG investor, indicating ESG considerations are part of its investment selection process.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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