Think Wealth Advisory, LLC

The firm offers personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, corporations, and charitable organizations, covering topics such as cash‑flow, tax planning, insurance review, retirement planning, and estate planning. In its most recent filing the firm reported no assets under management and delivers many advisory services through solicitor relationships with third‑party managers and a sub‑advisor that provides wrap‑account execution and back‑office support.

The firm typically accepts discretionary authority and tailors investment strategies using fundamental and technical analysis, while also advising qualified clients on non‑traded REITs and managing select variable annuities alongside standalone financial planning offered on an hourly basis. It does not execute trades directly; trade execution and many portfolio administration functions are performed by the sub‑advisor or selected third‑party money managers that the firm places clients with.

Notable distinctions include an affiliation with a licensed insurance business through a related corporate insurance entity, with the managing member devoting material time to insurance activities and receiving insurance compensation, and disclosed solicitor/referral fee arrangements with third‑party managers. The brochure also discloses involvement with wrap‑fee arrangements via third parties, an explicit $250 million minimum assets‑under‑management requirement for selecting third‑party managers, and a regularly produced podcast as an additional business activity.