A complete list of active advisors currently associated with ThinkPlanSave
Warmer can help you find a great advisor at ThinkPlanSave or one who fits your needs even better.
ThinkPlanSave, LLC provides investment management and financial planning services to individual clients, including high-net-worth individuals. As of December 31, 2025 the firm reported approximately $15.9 million in discretionary assets under management across nine client relationships and offers both comprehensive ongoing financial planning and project-based planning in addition to portfolio supervision. The firm emphasizes passive, index-based portfolio construction using index mutual funds and ETFs and generally recommends model allocations reflecting clients’ objectives and risk tolerance. For most client accounts TPS serves as a co-advisor with GeoWealth Management, selecting models while GeoWealth has discretion to implement those models (GeoWealth’s models use only ETFs and mutual funds and do not employ leverage or options). Compared with many peers, ThinkPlanSave operates with a very small number of client relationships and correspondingly larger account sizes per client, and maintains a mixed operating model in which legacy clients are managed in-house while newer accounts are managed through an outside model provider. The firm does not accept third‑party sales compensation, executes trades on an individual account basis rather than block trading, and leaves proxy voting to clients.
To learn more about the advisors currently working at ThinkPlanSave, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Daly City, CA
| 12
|
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