ELDRIDGE, IACRD 317005Latest ADV February 17, 2026
Plan2Thrive Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eldridge, IA. Its latest Form ADV filing, dated February 17, 2026, reports $148M in regulatory assets under management, 4 employees, and 766 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.4% of total clients.
Top client categories% of clientsClients
1
Individuals
80.4%
197
2
HNWI
10.2%
25
3
Charitable
8.2%
20
4
Pension Plans
1.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of February 17, 2026
Discretionary92.4%
$136M
92% of total RAUM92.4%
Non-discretionary7.6%
$11M
8% of total RAUM7.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$148M
Total Accounts766
10Y AUM Change+$28M (+23.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee61:1
10Y Employee Change-4 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.