THINKPLANSAVE

THINKPLANSAVE is an SEC-registered investment adviser (CRD 284754). Regulatory assets under management: $15.9M.

Registration

• CRD: 284754
• Type: Registered investment adviser
• Phone: 415-846-5670
• Latest filing: 2026-01-27
• Regulatory AUM: $15.9M
• Discretionary AUM: $15.9M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284754 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search