Patrick Reid
Plan2Thrive Financial Services · Eldridge, Iowa
Patrick Reid is a fee-only financial advisor at Plan2Thrive Financial Services in Eldridge, Iowa. Patrick 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 |
| SEC registration | Investment adviser representative in IA, IL, TX · CRD 6218011 |
| Exams passed | Series 63 (2013) · Series 66 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.plan2thrivefs.com |
| Profile |
How Patrick'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 Patrick
Is Patrick Reid a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick's firm, Plan2Thrive Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Reid based?
Patrick Reid is based in Eldridge, Iowa.
What does Patrick specialize in?
Patrick's specialties include retirement planning, tax planning and estate & legacy planning.
Is Patrick Reid registered with the SEC?
Yes. Patrick Reid is registered as an investment adviser representative in IA, IL and TX (CRD 6218011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plan2Thrive Financial Services manage?
Plan2Thrive Financial Services reports $147.5M across 766 accounts in assets under management.
How do I contact Patrick Reid?
Through Patrick'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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