CRD: 172558
Thrive Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2014
- Office Locations
- 1
Office Locations
About Thrive Financial Planning
Thrive Financial Planning is a California-based RIA providing financial planning, personal wealth management, and tax planning for individuals and families, including those navigating inheritances and other major financial events. Led by Scott Draper, a CPA and CFP professional, the firm emphasizes tax-aware planning and ongoing advice; client assets are custodied at Charles Schwab (and TD Ameritrade).
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Investment Themes
Investment Vehicles
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Owner & Executives
SCOTT MICHAEL DRAPER
Certified Financial Planner, Chief Compliance Officer, DIRECTOR, President
- CRD
- #4749531
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,673,858 | -- |
| Non-Discretionary | $2,586,866 | -- |
| Total | $44,260,724 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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