Thrive Financial Planning

Thrive Financial Planning (CRD# 172558) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $31,481,378 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $247,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Thrive Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Scott M. Draper
CRD#: 4749531
5170 Golden Foothill Parkway, Suite 201, El Dorado Hills, CA 95762
Scott Draper (CRD# 4749531) is an Investment Advisor Representative working at Thrive Financial Planning in El Dorado Hills, CA and has over 15 years of experience in the finance industry. Scott Draper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.