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Build a financial life that grows with you

Together, we create your personalized financial plan with practical advice and solutions that adapt as your life changes.
Start planning with an advisor
I want to retire by
60
My values are
Community
Security
Family
Education
You’re making progress toward your goals.
YOUR ADVISORLet's discuss the next steps that'll move you toward your retirement goal.
Advisors near you ready to talk
Why choose Thrivent 
Our products & services 
Working with our financial advisors 
How we give back to communities 
Making sense of the economyHear from investments leaders on how holiday spending, inflation, AI and more are shaping the economy and markets.
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Financial services with the bigger picture in mind

Dedicated planning

Work with an advisor to provide you personalized financial advice that turns your goals into a clear, actionable path forward.

Life insurance

Prepare for the unexpected and help secure your family’s future with meaningful coverage.

Mutual funds

Start investing with as little as $50 with flexible options to match your investing style and preferences.

Managed accounts

Pursue your financial goals with ongoing investment management and support to adapt strategies throughout your life.
120 yearsof service and expertise
$2.0 billionin life and health insurance claims paid*
$212 billionassets under management/advisement*

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.

2.4M
volunteers powered 190,000 Thrivent Action Teams in 2025*
$464M+
raised and donated by Thrivent, clients and others—a 40% increase from 2024*
17M
Helped clients mobilize volunteer hours in 2025*
  • *As of Dec. 31, 2025.
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