Advisor at Thrive Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Thrive Wealth Management, LLC
Location
Audubon, PA 19403
Credentials
CFP®, Series 65
Industry experience
11 years
Matthew Donahue is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Thrive Wealth Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs client-specific strategies using a variety of model portfolios and emphasizes tax-aware management, regular portfolio reviews, and rebalancing.
Based on Thrive Wealth Management, LLC
Based on Thrive Wealth Management, LLC
Financial planning flat fees range from $1,000 to $100,000 depending on scope and complexity
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $1,500,000: 0.70% annually $1,500,001 - $2,000,000: 0.60% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.40% annually
Insurance product commissions may be charged; no advisory fee charged on insurance products purchased on commission basis
Hourly financial planning and consulting fees range from $200 to $500 per hour
Account minimum: $500,000 Fee-only: Financial planning fees range from $1,000 to $100,000 on a fixed fee basis; hourly rates range from $200 to $500 per hour
1000 Madison Avenue, Suite 208
Audubon, PA 19403
Pennsylvania · Texas
Thrive Wealth Management
2018 - Present (8 years)
United Capital Financial Advisers, LLC
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
CFP®, Series 63
Malvern, PA
Plumtree Financial Planning
CFP®
Malvern, PA
Ketwich Capital LLC
Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.
CFP®, Series 65
Philadelphia, PA
Pocket Project
Series 65
Wayne, PA
Acadia Investment Advisors LLC
Series 63, Series 65
West Chester, PA
Jura Investments, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")