Thrive Investments, LLC fees and pricing
Financial planner in Wellesley, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 24, 2026, Thrive Investments, LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“4 A one-time up-front fee of $500 will be charged when the client registers for the financial planning service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thrive Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are negotiable, and the final fee schedule will be attached as Exhibit I of the Financial Planning Agreement (hereinafter “FPA”).”
- “Clients may terminate the FPA without penalty, for full refund of THR’s fees, within five business days of signing the FPA if this document has not been delivered at least 48 hours before the client signs the FPA.”
- “These fees are negotiable, and the final fee schedule will be memorialized in the client’s Investment Management Agreement (hereinafter “IMA”).”
How Thrive Investments, LLC’s fees compare
- Its flat or project fee of $500 is below the Massachusetts median of $4,750. 4% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- None of the 2 other planners in Wellesley that publish a flat or project fee charge less.
About Thrive Investments, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.15% a year
- Clients
- 4
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12,303,375
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321608
- Phone
- (617) 823-6904
Other planners in Wellesley that publish fees
- Argonautica Private Wealth Management, IncWellesley$5,000, $10,000/yr
- Fourthpoint AdvisorsWellesley$200/hr, $2,000
- Gardiner Financial, Inc.Wellesley$200/hr, $75/mo
- Kastel Capital Advisors, LLCWellesley$325/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.