Thrive Wealth Management, LLC fees and pricing
Financial planner in Audubon, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 9, 2026, Thrive Wealth Management, LLC charges $200-$500 an hour and a flat or project fee of $1,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“AND CONSULTING SERVICES (STAND-ALONE) Thrive’s financial planning and consulting fees are negotiable but can range from $1,000 to $100,000 on a fixed fee basis depending upon the scope and complexity of the services or range from $200 to $500 per hour if engaged on an hourly rate basis.”
- Flat or project fee
- $1,000-$100,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thrive Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If Thrive bills the client directly, payment is due upon receipt of Thrive’s invoice.”
- “Upon termination: a pro-rated portion of the earned but unpaid advanced advisory fee shall be due; or Thrive will pro-rate and refund any unearned advanced advisory fees, as applicable.”
How Thrive Wealth Management, LLC’s fees compare
- Its hourly rate of $200-$500 spans the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$100,000 spans the Pennsylvania median of $3,650. 98% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Thrive Wealth Management, LLC
“Thrive offers investment advisory services, retirement plan consulting services, and financial planning and related consulting services to its clients, who generally include individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, trusts…”
- Firm size: 15 employees.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 1% a year
- Clients
- 865
- Employees
- 15
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $1,578,511,836
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168777
- Phone
- (215) 376-5530
Can advise clients in 18 states: California, Connecticut, District of Columbia, Delaware, Florida, Georgia, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Pennsylvania that publish fees
- 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
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/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.