$141.5M Total AUM
$141.5M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2021
- Office Locations
- 1
Office Locations
-- Menlo Park CA
About Think Different Financial Planning
Think Different Financial Planning is a flat-fee, commission-free RIA serving tech professionals with personalized financial planning and ongoing investment management. Led by CFP fiduciary Will Steinberger, the firm takes a research-driven, evidence-based approach and invests alongside clients. The practice is intentionally capped at 70 client relationships for high-touch service, with Schwab and GeoWealth support.
Team overview
31 AVG AGE
$141.5M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
WILLIAM JAMES STEINBERGER
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5541333
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,525,076 | $700,619 |
| Non-Discretionary | $0 | -- |
| Total | $141,525,076 | $700,619 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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