# THOUGHTFUL FINANCIAL PLANNING, LLC

THOUGHTFUL FINANCIAL PLANNING, LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://thoughtfulfinancialplanning.com

## Regulatory record

- **CRD number:** 171525
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171525

## About

THOUGHTFUL FINANCIAL PLANNING, LLC is a state-registered investment adviser in MINNEAPOLIS, MN. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at THOUGHTFUL FINANCIAL PLANNING, LLC?

The firm is led by a principal or principals whose names are not publicly disclosed in available records. Investment decisions are made by the advisory team in line with client goals and risk tolerance, following a fiduciary standard.

### Does THOUGHTFUL FINANCIAL PLANNING, LLC commit to funds or only direct investments?

The firm does not appear to make fund commitments or direct private investments. Its investment approach is centered on retail-available securities and financial planning, not institutional private capital.

### What financial planning services does THOUGHTFUL FINANCIAL PLANNING, LLC offer?

Services include retirement planning, tax strategy, estate planning, insurance review, and investment management. The firm takes a comprehensive approach, addressing cash flow, risk management, and legacy planning.

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

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