Thrive Portfolios fees and pricing
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Thrive Portfolios charges $150 an hour for financial planning.
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
- $150/hr
“AND CONSULTING Thrive charges an hourly fee of $150 per hour for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thrive Portfolios bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
How Thrive Portfolios’ fees compare
- Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 73 other planners in San Diego that publish an hourly rate charge less.
About Thrive Portfolios
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 16
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops
- Assets managed
- $2,866,588
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314414
- Phone
- (858) 208-0405
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.