SourcingSourcing

PLAN2THRIVE FINANCIAL, LLC

C47
CRD 317005·SEC 801-132052·ELDRIDGE, IA
AUM
$147.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$443K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PLAN2THRIVE FINANCIAL, LLC
CRD
317005
SEC file #
801-132052
EIN
—
DBA names
Plan2thrive Financial

Economics

AUM
$147.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$119.3M → $147.5M▲ +24%
Client mix
Individuals Other197
Individuals High Net Worth25
Charitable Organizations20
Pension Profit Sharing Plans3

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
ELDRIDGE IA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
plan2thrivefs.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Reid, Jodi, R
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Reid, Jodi, R
REID, PATRICK, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PLAN2THRIVEFS.COM
Rdap Domain Creation Date
2016-12-16T20:04:39Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3518
Soi Zip Pct 200k Plus
0.0853
Soi Zip Returns 200k Plus
400
Soi Zip Total AGI
470,950
Fdic Zip Total Deposits
4,133,611,000
Fdic Zip Branch Count
76
Fdic Zip Top Banks
First Central State Bank
Valley Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Valley State BankEldridge, IA
Firstar Bank Davenport, National AssociationEldridge, IA
Fdic Zip HHI
2979.44
Fdic Zip Top Bank Share Pct
46.84
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-16T20:04:39Z
Rdap Domain Last Changed
2024-02-15T15:14:40Z
Rdap Nameservers
Annalise.ns.cloudflare.comRex.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,757
Returns1,070
Stub 2
AGI30,320
Returns820
Stub 3
AGI38,664
Returns620
Soi Zip Total Business Income
10,133
Soi Zip Total Cap Gains
14,273
Soi Zip Total Dividends
7,612
Soi Zip Total Returns
4,690
Top Owner CRD
7449080
Trust Company Affiliate
No

People (4)

4
REID, PATRICK, LEE
IAR · Direct Owner · 62.5%
6218011
Reid, Jodi, R
Direct Owner · 62.5%
7449080
AMANDA SUE KELLEY
IAR
7187503
JEFF D NEWBURN
IAR
4326177