Think818, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,053,424
Clients
28
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$180,479
About
Think818 serves individuals, trusts, estates, and sponsors of employee retirement plans, providing retirement plan consulting, financial planning (offered both as a standalone engagement and included for advisory clients), and investment advisory services that connect clients to third‑party money managers. The firm also hosts educational workshops and circulates newsletters to clients and prospective clients at no additional cost.
Instead of directly managing individual portfolios in-house, Think818 assesses clients’ financial circumstances, risk tolerances, and goals and then recommends allocations among several third‑party sub‑advisers and model portfolios, using quantitative and qualitative criteria to select and monitor managers. Implementation may be discretionary or non‑discretionary depending on the selected sub‑adviser, and clients may impose reasonable investment restrictions on their accounts.
Noteworthy aspects include the firm’s regular reliance on third‑party sub‑advisers for portfolio implementation and its provision of free educational seminars, a feature that is less common among independent peers. The brochure also discloses solicitor and fee‑sharing relationships with sub‑advisers and that the principal operates a separate insurance business (transitioning to a new entity), which the firm identifies as a potential conflict of interest.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Fee options
Financial planning standalone fees generally range from $1,500 to $3,500, fixed fee mutually agreed upon.
$0+: 0.25% to 2.20% per year (variable depending on third-party manager and strategy) +: Think818 receives 0.25% to 1% of the overall asset management fee from third-party managers, negotiable and dependent on portfolios and service levels
Advisory professionals may receive commission-based compensation for selling insurance products.
Account minimum: $200,000
Main office location
Think818, LLC
Dallas TX, United States
Number of offices
2
Most active in
Think818, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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