# Think Different Financial Planning

Think Different Financial Planning is a Bank / Wealth / Trust based in Menlo Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Menlo Park, United States
- **Region:** North America
- **Address:** Menlo Park, CA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** thinkdifferentfp.com
- **LinkedIn:** https://www.linkedin.com/company/think-different-financial-planning

## Regulatory record

- **CRD number:** 312539
- **SEC file number:** 801-135763
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312539

## About

Think Different Financial Planning was established in 2021 and maintains its headquarters in Menlo Park, California. The firm operates as a registered investment adviser, serving individuals and high-net-worth clients with a bundled suite that spans financial planning, discretionary portfolio management, and proactive tax planning. This early embedding of tax strategy into the advisory chassis — rather than treating it as an annual bolt-on — reflects a design choice aimed at post-liquidity technology professionals and concentrated-equity households common to the Bay Area. The firm's deployment model emphasizes direct portfolio oversight and integrated planning rather than fund-of-funds aggregation or closed-end private commitments. While the RIA lists advisory services for individuals and high-net-worth clients, its asset-class mix and any direct alternative exposure remain undisclosed. The geographic focus is anchored in the San Francisco Peninsula and wider Silicon Valley ecosystem, with no public record of satellite offices or multi-state registrations beyond California as of mid-2026. The scale of the advisory practice remains opaque: no disclosed assets under management, client count, or team headcount. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or operating company — appear in public records linked to the firm. No operational updates, fund closings, or personnel announcements have been traceable from the firm's founding through mid-2026. The structural differentiator resides in the RIA's architecture as a tax-aware planner first and asset gatherer second — an inversion of the standard wirehouse or private-bank funnel. By launching directly into fiduciary advisory with tax integrated at origination rather than outsourced, the firm occupies a narrow but defensible position alongside CPA-centric practices that have expanded into wealth management. The absence of publicly named principals, however, leaves the operating succession and governance invisible to external allocator scrutiny.

## Questions

### Who runs investment decisions and advisory at the firm?

No named principals, portfolio managers, or advisors are publicly identified. The firm's website and public records offer no biographies, designations, or professional backgrounds as of mid-2026, which is atypical for an SEC-registered RIA targeting high-net-worth clients.

### What is the firm's known posture on alternative investments or private markets?

There is no public record of direct private investments, co-investments, or fund commitments. The RIA's stated services center on portfolio management and financial planning, with no disclosed access points to private equity, venture capital, or real assets.

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Last updated: 2026-06-03T20:00:00.000Z

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