Thrive Retirement Specialists fees and pricing
Financial planner in Royal Oak, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 22, 2026, Thrive Retirement Specialists charges a quarterly fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $3,000/qtr
“ThriveRetire™ Planning and Investment Management This combined service is available for an ongoing flat fee paid quarterly, in advance, at $3,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thrive Retirement Specialists bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in rare special cases.”
- “Upon termination of any agreement, the fee will be prorated, and any unearned fee will be refunded to the client.”
How Thrive Retirement Specialists’ fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Thrive Retirement Specialists
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 70
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $303,880,397
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310289
- Phone
- (833) 217-9613
Can advise clients in 3 states: California, Michigan, Texas
Other planners in Royal Oak that publish fees
- Bernard Wealth Management Corp.Royal Oak$300/hr, $2,500
- Deller Wealth Management LLCRoyal Oak$250-$10,000, $500/mo
- Royal Oak Financial Advisors, LLCRoyal Oak$50-$200/qtr
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
Is something on this page wrong or out of date?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.