Firm
ThinkPlanSave, LLC
Daly City, California
Fee-only
ThinkPlanSave, LLC 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 1 employee and 9 individual clients, 9 of them high net worth.
- Its average account is about $723,000 (assets it manages divided by its 22 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the California median of $6,000.
- Its hourly rate of $325 is in line with the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Daly City, California |
|---|---|
| Website | thinkplansave.com |
ThinkPlanSave, LLC 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 $2,400 a year |
|---|---|
| One-time plan | From $6,890 |
| Hourly | $325 an hour |
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly · Percentage of assets |
In the firm's words
"Ongoing Planning Fee: $2,400/year (Paid Quarterly)" source
"One-Time Financial Planning Fee: $6,890" source
"The project-based financial Planning fee is an hourly rate of $325.00 per hour" source
"Advisory fees of 0.5% are only charged on the first $1,200,000 in Assets Under Management." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $16 million |
| High-net-worth clients | 9 |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 284754 |