Firm
Thrive Retirement Specialists
Dearborn, Michigan
Fee-only
Thrive Retirement Specialists at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 70 individual clients, 70 of them high net worth.
- Its average account is about $739,000 (assets it manages divided by its 411 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Dearborn, Michigan |
|---|---|
| Website | thriveretire.com |
| [email protected] | |
| Phone | (833) 217-9613 |
Thrive Retirement Specialists fees
Thrive Retirement Specialists doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat 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 | $304 million |
| High-net-worth clients | 70 |
| Accounts managed | 411 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-129197) |
| Financial planning | Offered |
| Form ADV filed | March 22, 2026 |
| SEC record | CRD 310289 |