Thrivealike LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$15,000

“Thereafter, clients may terminate the Agreement generally upon 30 days’ written notice. 6 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $100 and $15,000.”

Monthly fee

$100⁠-⁠$500/mo

“The negotiated fixed rate for financial planning subscription fees is $100 per month for Goal-Based, $200 per month for Wealth Accumulator, and $500 per month for Advanced Planning.”

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

How Thrivealike LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TA's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Thrivealike LLC’s fees compare

• Its flat or project fee of $100-$15,000 spans the Connecticut median of $5,125. 69% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Thrivealike LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338918

Website

instagram.com/thrivealike (opens in new tab)

Phone

(203) 292-1185

Other planners in Monroe that publish fees

• Global Hill Wealth Advisors LLCMonroe$100⁠-⁠$200/hr
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr

Compare all 227 planners in Connecticut