Plan2Thrive Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$128,557,783
Clients
222
Advisors
3
of 4 employees
About
Plan2Thrive Financial serves individual and high‑net‑worth clients with ongoing portfolio management, financial planning, and pension consulting for employer-sponsored plans. The firm provides written Investment Policy Statements and tailors portfolios and plans to clients’ goals, time horizons, and documented risk tolerances.
Its investment process emphasizes fundamental analysis and a long‑term trading approach, with at least annual account reviews and the option to refer portions of client assets to third‑party managers. The firm directs clients to and requires use of designated custodians and platform providers, and offers access to subscription‑based estate planning support tools as part of its planning services.
Plan2Thrive’s use of endorsements and client testimonials in advertising is uncommon among supported firms and is disclosed in its brochure. Other distinguishing operational features include combining pension consulting with individual advisory services, requiring specific custodians or platforms for execution, and not aggregating trades across multiple client accounts.
Client services
Expertise
Fee options
Fixed fees up to $5,000 for creating financial plans, negotiable and can be waived; ongoing planning fees up to $200/month
$0+: 0-1.35 basis points (bps) of AUM for SEI Private Trust Company and Capital Group/American Funds $0+: 0-0.50 bps of AUM for Pension Consulting Fees $0+: 0-1.50% of AUM for Selection of Other Advisers Fees (on top of third-party fees)
Up to $200/hour, negotiable, collected at time of service
Ongoing financial planning fees up to $200 per month; clients may pay monthly by ACH via AdvicePay
Fee-only: Financial planning fees: up to $5,000 fixed fee for plan creation (negotiable, can be waived), up to $200/hour hourly fee, up to $200/month ongoing planning fee
Main office
220 W Davenport St
Eldridge IA 52748
Advisors at this office
3
Most active in
Florida · Illinois · Iowa · Nebraska · Texas
Also doing business as
Plan2 Thrive Financial · Plan2 Thrive Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Patrick R
Series 63, Series 66
Eldridge, IA
Plan2Thrive Financial
Patrick Reid is a financial advisor at Plan2Thrive Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Eagle Strategies, and New York Life. Outside of advising, he owns The Vault Coffee & Cafe, a local coffee shop and cafe. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm follows long-term, fundamentally driven strategies and may allocate assets to third-party managers while acting as a fiduciary on retirement accounts.
Amanda K
Series 65
Eldridge, IA
Plan2Thrive Financial
Amanda Kelley is a financial advisor at Plan2Thrive Financial with one year of industry experience. She holds a Series 65 designation and previously worked at the Department of Human Services for 12 years. Plan2Thrive Financial is a small advisory firm serving individual and high-net-worth clients, managing approximately $119 million for about 237 clients. The firm offers portfolio management, financial planning, pension and 401(k) consulting, and selection of third-party money managers, generally pursuing long-term, fundamentally driven strategies with fiduciary oversight on retirement accounts.
Jeff N
CFP®, Series 63, Series 65
Eldridge, IA
Plan2Thrive Financial
Jeff Newburn is a CFP® professional with 25 years of industry experience, currently serving at Plan2Thrive Financial in Eldridge, Iowa. His prior experience includes roles at LPL Financial and Securian Financial Services. Outside of advisory work, he has been involved in life coaching through Plan2Thrive Life Coaching. Plan2Thrive Financial provides financial planning, portfolio management, and pension consulting services primarily to individual and high-net-worth clients. The firm emphasizes a long-term investment approach with tailored portfolios and written Investment Policy Statements, and offers access to subscription-based estate planning tools.
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