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Plan your finances for the people, causes and community you love

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"Your financial plan starts with a conversation around what you want out of life. What do you want your money to do when you're here and when you're no longer here?"
Isaac Taylor, Financial Consultant

How we can help

Explore how a Thrivent financial advisor can help you build a financial plan that puts your money where your heart is.

Find the financial help you need

Answer three simple questions to learn about potential next steps in your financial journey.

Working With Us

Our financial advisors help you prioritize goals, establish a foundation, and track progress over time.

During your initial free meetings, we’ll get to know your goals, financial situation, and what you value.
Connected people
Values and goals
family enjoying time together

Financial advice: a cost preview

We offer a variety of ways to work with a financial advisor depending on your needs. Each service comes with different features and costs. We also offer a full range of financial products.

No cost to start

Schedule your initial meeting

Your initial meeting with your financial advisor is offered at no cost and no obligation. During this meeting, your advisor will work with you to
  • Identify your values and financial goals
  • Understand your current financial situation
  • Discuss steps to work toward your goals
Find an advisor

Advice services with a fee

Dedicated Planning Services

Get comprehensive planning services that help you further your financial plan.
Typical annual fee ranges1
Foundational

$900-$1,500

Enhanced

$2,000-$4,500

Premier

$5,000-$10,000

Learn about the service

Managed Accounts Program

Get advice that can help you get on track with your investment goals.
Minimum investment2

$25,000

Typical fee range3

0.9%-1.4%

As of September 1, 2025. Based on your unique situation, the maximum fee could be up to 2% or 2.5% for SMA/UMA. This typical fee range excludes SMA/UMA.
Learn about the program
  • 1. Dedicated Planning Services fees are negotiable. Your fee may fall outside these ranges depending on your specific situation, and your fee may be subject to change. If you elect to combine Dedicated Planning Services with a managed account program referred to as “WealthPlan,” you will pay a consolidated fee for the separate and distinct advisory services provided as part of WealthPlan. Review Thrivent’s Managed Accounts Program Brochure for a full description of the WealthPlan.
  • 2. Each program within the Managed Accounts Program “Program” has its own minimum investment requirement. Your financial advisor may have account or household minimum asset requirements for opening managed accounts.
  • 3. Program fees are negotiable. Your fee will be based on, but not limited to, your financial needs and objectives, the managed account program you select, whether you elect to use other services available through the Program, the amount of assets in your account and/or household, and your financial advisor’s experience and credentials. For details, review Thrivent’s Managed Accounts Program Brochure.

Making a difference

We believe in giving back to our communities and helping others do the same.

2.7M

Clients and others volunteered and donated to address community needs around the country**

$331M+

Raised and donated by Thrivent, Clients and others**

14.9M

volunteer hours**

We’re here to answer your questions

Get the financial guidance you're looking for by talking with a financial advisor.

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  • * Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
  • **As of Dec. 31, 2024.
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