A complete list of active advisors currently associated with Thrive Financial Planning
Warmer can help you find a great advisor at Thrive Financial Planning or one who fits your needs even better.
Thrive Financial Planning serves individuals, high-net-worth individuals, and small businesses with ongoing portfolio management and financial planning services. The firm offers both discretionary asset management and view‑only advisory monitoring through a secure online platform, and also provides limited accounting and tax preparation services to clients. Investment work is grounded in strategic asset allocation and a long‑term buy‑and‑hold approach, with ongoing portfolio review and rebalancing to maintain target risk exposures. Portfolios are implemented primarily using no‑load institutional mutual funds and other broadly diversified instruments, with fee schedules billed as a percentage of assets under management. Notable distinctions include the firm principal’s dual CPA and CFP credentials and the practice of offering tax preparation and related accounting services to advisory clients, which the brochure states are billed separately. The firm also emphasizes access to institutional share classes not available to retail investors and participates in a Schwab Institutional program that provides certain custodial and business services to the adviser.
To learn more about the advisors currently working at Thrive Financial Planning, 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 |
|---|---|---|
El Dorado Hills, CA
| 22
|
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