Firm
Thinking Big Financial
Brooklyn, New York
Fee-only
Thinking Big Financial at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 93 individual clients, 33 of them high net worth.
- Its average account is about $236,000 (assets it manages divided by its 395 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Brooklyn, New York |
|---|---|
| Website | thinkingbigfinancial.com |
| Phone | (973) 224-1145 |
Thinking Big Financial fees
Thinking Big Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | Fixed fees |
|---|---|
| Assets managed | $93 million |
| Individual clients | 60 |
| High-net-worth clients | 33 |
| Accounts managed | 395 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-123485) |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 287476 |