Fee-only adviser · El Dorado Hills, CA
Thrive Financial Planning
Thrive Financial Planning is a fee-only investment adviser registered with the securities regulator of California, with its main office in El Dorado Hills, California. On its latest Form ADV, filed February 24, 2026, it reports $44M in regulatory assets under management, 78 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 172558 |
| Office | 5170 Golden Foothill Parkway Suite 201 El Dorado Hills, CA 95762 |
| Phone | (916) 235-8240 |
| Website | www.thrivefinancialplanning.com |
| Regulatory assets under management | $44M ($42M discretionary) |
| Individual clients | 42 non-high-net-worth, 36 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in El Dorado Hills
- Statheros Financial Solutions, Inc. $926M
- Bridgeview Capital Advisors, Inc. $122M
- Larsen Wealth Management $172M
- Rossi Financial Group $42M
- Continuum Financial Partners, LLC $24M
- Goldenstone Wealth Management $238M
See all 7 fee-only advisers in El Dorado Hills →
Nearby
- Folsom 10 firms
- Granite Bay 5 firms
- Loomis 1 firm
- Fair Oaks 2 firms
- Roseville 13 firms
- Gold River 2 firms
- Rocklin 5 firms
- Placerville 1 firm
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