Firm
Plan2Thrive Financial Services
Eldridge, Iowa
Fee-only
Plan2Thrive Financial Services at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 222 individual clients, 25 of them high net worth.
- Its average account is about $193,000 (assets it manages divided by its 766 accounts).
Facts
| Based in | Eldridge, Iowa |
|---|---|
| Website | plan2thrivefs.com |
| [email protected] | |
| Phone | (563) 323-5790 |
Plan2Thrive Financial Services fees
Plan2Thrive Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $148 million |
| Individual clients | 197 |
| High-net-worth clients | 25 |
| Accounts managed | 766 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132052) |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 317005 |