THINK DIFFERENT FINANCIAL PLANNING LLC

THINK DIFFERENT FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 312539). Regulatory assets under management: $141.5M.

Registration

• CRD: 312539
• SEC file number: 801-135763
• Type: Registered investment adviser
• Phone: 650-387-0533
• Latest filing: 2026-07-28
• Regulatory AUM: $141.5M
• Discretionary AUM: $141.5M
• Clients: 2
• Accounts: 202

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312539 on SEC IAPD (source of record)
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