Thrive Wise Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Thrive Wise Wealth is a fee‑only registered investment adviser that provides comprehensive financial planning, non‑discretionary investment advisory and management, and tax preparation and planning through an affiliated tax practice. The firm’s stated clients include individuals (both non‑high‑net‑worth and high‑net‑worth), families, trusts, estates, corporations, and nonprofit or employer groups.
The firm emphasizes a goal‑based, passive asset‑allocation approach that relies on low‑cost ETFs and mutual funds, with a focus on capital preservation and behavioral‑economics-informed decision making. Ongoing planning is offered on a subscription‑style monthly basis and the firm also provides project‑based or hourly engagements; investment management is provided only to clients who adopt the firm’s comprehensive planning service and on a non‑discretionary basis.
Noteworthy aspects that distinguish the firm from many investment‑manager peers include an affiliated tax/accounting practice led by an enrolled agent and the integration of tax preparation and planning with financial planning services, as well as the delivery of educational seminars and workshops. The firm also reports no current assets under management and limits trading authority to client approval, which contrasts with the more typical discretionary management of pooled or institutional assets in this category.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Social Security optimization
General tax planning
Passive / index investing
Fee options
Financial Planning flat fees range from $250 to $2,500 per project; Tax Preparation fixed fee from $0 to $750; Tax Planning fixed fee from $250 to $2,000; Educational seminars $0 to $7,000 per seminar or $0 to $1,000 per participant
0.36% annually
Financial Planning hourly rate $125 to $250 per hour; Tax Planning hourly rate $150 per hour
Fee-only: Comprehensive Financial Planning ongoing fees range from $50 to $750 per month plus a one-time onboarding fee of $250 to $750; Financial Planning hourly fees range from $125 to $250 per hour; Flat fees for Financial Planning projects range from $250 to $2,500; Tax Preparation fixed fees range from $0 to $750; Tax Planning fixed fees range from $250 to $2,000; Educational seminars fees range from $0 to $7,000 per seminar or $0 to $1,000 per participant
Main office location
Thrive Wise Wealth
701 N. Green Valley Parkway, Suite 200
Henderson NV 89074, United States
Number of offices
1
Most active in
Thrive Wise Wealth has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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