Firm
Think Different Financial Planning
Menlo Park, California
Fee-only
Think Different Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 45 individual clients, 41 of them high net worth.
- Its average account is about $701,000 (assets it manages divided by its 202 accounts).
- Its ongoing planning fee starts at $18,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Menlo Park, California |
|---|---|
| Website | thinkdifferentfp.com |
| [email protected] | |
| Phone | (650) 387-0533 |
Think Different Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $18,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$18,000 Per Year" source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $142 million |
| Individual clients | 4 |
| High-net-worth clients | 41 |
| Accounts managed | 202 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-135763) |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 312539 |