Plan2Thrive Financial (P2TF) provides investment management based on your goals and risk tolerance. P2TF also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. P2TF may refer clients to third-party investment advisors. P2TF also offers consulting services to pensions or other employee benefit plans.
Assets Under Management$150M
Clients245
Advisors3
Avg. per Client$600K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Plan2Thrive Financial uses SEI Private Trust Company and Capital Group/American Funds for portfolio management. The fees range from 0% to 1.35% of the value of your portfolio. These fees are negotiable.
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