ThinkPlanSave
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,899,048
Clients
9
100% 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
9
Very LowAverage account size
$1,766,561
About
ThinkPlanSave, LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals. As of December 31, 2025 the firm reported approximately $15.9 million in discretionary assets under management across nine client relationships and offers both comprehensive ongoing financial planning and project-based planning in addition to portfolio supervision.
The firm emphasizes passive, index-based portfolio construction using index mutual funds and ETFs and generally recommends model allocations reflecting clients’ objectives and risk tolerance. For most client accounts TPS serves as a co-advisor with GeoWealth Management, selecting models while GeoWealth has discretion to implement those models (GeoWealth’s models use only ETFs and mutual funds and do not employ leverage or options).
Compared with many peers, ThinkPlanSave operates with a very small number of client relationships and correspondingly larger account sizes per client, and maintains a mixed operating model in which legacy clients are managed in-house while newer accounts are managed through an outside model provider. The firm does not accept third‑party sales compensation, executes trades on an individual account basis rather than block trading, and leaves proxy voting to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Retirement income strategy
General tax planning
Fee options
$6,890 initial fee for Comprehensive Financial Planning; $600 per quarter ongoing fee for continued planning (legacy clients: $150 per month ongoing fee)
$0 - $1,200,000: 0.5% $1,200,001+: 0.0%
$325 per hour for Project-Based Financial Planning services
Main office location
ThinkPlanSave
Daly City CA, United States
Number of offices
1
Most active in
ThinkPlanSave has reported serving >5 clients in these states in the last 12 months.
California
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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