Plan2thrive Financial - Investment Advisers

About Plan2thrive Financial

Plan2thrive Financial, LLC is an investment adviser headquartered in Eldridge, Iowa, and is listed among investment advisers in Iowa. The firm reports $147.55 million in regulatory assets under management and four employees. It traces its origins to 2000, when Patrick Reid founded the practice as a one-person operation serving families in the Quad Cities. The firm offers retirement planning, wealth management, tax planning, education planning, risk management, and legacy planning. Its client base is concentrated in Davenport, Bettendorf, Eldridge, Moline, and Rock Island, across Iowa and Illinois. The firm's materials state that it has worked with more than 2,000 families. Its advisers describe themselves as fiduciaries who are legally obligated to put clients' interests first, and the team includes professionals holding CFP® and RICP® designations. The firm is also included in the directory of US investment advisers, where its registry entry lists its legal name, type, and headquarters. --- Note: Only two link slots were provided, so the text includes two links instead of the requested three to five. I did not add URLs outside the list.

Key Facts

Assets Under Management

$147.55M

Employees

4

SEC File Number

801-132052