Plan2Thrive Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$119,274,500
Total clients
237
10% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
79
Average account size
$503,268
Client services
Fee options
Fixed fee for financial planning up to $5,000; ongoing planning fee up to $200 per month
$0+: 0-0.0135% (0-1.35 basis points) for SEI Private Trust Company portfolio management fees $0+: 0-0.0135% (0-1.35 basis points) for Capital Group/American Funds portfolio management fees $0+: 0-0.0050% (0-0.50 basis points) for John Hancock pension consulting fees $0+: 0-1.50% for selection of other advisers fees (inclusive of P2TF standard fee plus third-party adviser fee)
Up to $200 per hour for financial planning services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Plan2Thrive Financial
220 W Davenport St
Eldridge IA 52748, United States
Number of offices
1
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