Jeff Newburn
Plan2Thrive Financial Services · Eldridge, Iowa
Jeff Newburn is a fee-only financial advisor at Plan2Thrive Financial Services in Eldridge, Iowa, who holds the CFP credential. Jeff focuses on retirement planning, tax planning and estate & legacy planning. Plan2Thrive Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Plan2Thrive Financial Services |
|---|---|
| Based in | Eldridge, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $147.5M across 766 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, TX · CRD 4326177 |
| Exams passed | Series 63 (2001) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.plan2thrivefs.com |
| Profile |
How Jeff's firm compares
- Plan2Thrive Financial Services's average account is about $193,000, from its Form ADV (assets managed divided by 766 accounts).
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Questions about Jeff
Is Jeff Newburn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeff holds no broker registration, and Plan2Thrive Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeff charge for financial advice?
Jeff's firm, Plan2Thrive Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeff Newburn based?
Jeff Newburn is based in Eldridge, Iowa.
What does Jeff specialize in?
Jeff's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Jeff Newburn hold?
Jeff Newburn holds the CFP credential.
Is Jeff Newburn registered with the SEC?
Yes. Jeff Newburn is registered as an investment adviser representative in IA and TX (CRD 4326177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Plan2Thrive Financial Services manage?
Plan2Thrive Financial Services reports $147.5M across 766 accounts in assets under management.
How do I contact Jeff Newburn?
Through Jeff's website, www.plan2thrivefs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Plan2Thrive Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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