Thrive Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$500/hr

“Financial Planning and Consulting Thrive charges financial planning and consulting fees on an hourly basis at a rate of $350 - $500 per hour.”

Annual fee

$2,000/yr

“The Firm charges a minimum annual fee of $2,000 per household.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Thrive Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are generally billed monthly in arrears based on the average daily balance of the account.”
• “In some instances, Page 7 of 17 as described in your investment advisory agreement, Thrive will bill quarterly in arrears based on the amount of assets managed as of the close of business on the last day of each quarter.”
• “Fee invoices for each client are available upon request from Thrive.”

How Thrive Capital Management, LLC’s fees compare

• Its hourly rate of $350-$500 is above the Pennsylvania median of $250. 88% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Fort Washington that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the Pennsylvania median of $6,000. 14% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Thrive Capital Management, LLC

• Firm size: 26 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$2,000 minimum fee (stated in brochure)

Clients

783

Employees

26

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$656,745,095

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

281347

Website

thrivefinancialservices.com (opens in new tab)

Phone

(800) 516-5861

Can advise clients in 13 states: Arizona, Connecticut, Delaware, Florida, Massachusetts, Maryland, North Carolina, New Jersey, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Fort Washington that publish fees

• BarristerFort Washington$200⁠-⁠$500/hr, $99/mo
• Equita Financial Network, Inc.Fort Washington$500/hr, $10,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 3 planners in Fort Washington