THOUGHTFUL FINANCIAL PLANNING, LLC

THOUGHTFUL FINANCIAL PLANNING, LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 171525). Regulatory assets under management: $6.8M.

Registration

• CRD: 171525
• Type: Registered investment adviser
• Location: 314 CLIFTON AVENUE, MINNEAPOLIS, MN, 55403
• Phone: 612-460-7355
• Latest filing: 2026-03-31
• Regulatory AUM: $6.8M
• Non-discretionary AUM: $6.8M
• Clients: 1
• Accounts: 81

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171525 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search