Foundational
Potential annual fee range
$900-$1,500
Ideal for young professionals and new families or clients with basic case complexity.When you work with your financial advisor in a dedicated planning relationship, you can expect:
Our holistic financial planning gives you clarity, confidence, and control over your financial future.
Pricing varies based on several factors, including but not limited to the scope of services, financial complexity and analysis and your financial advisor’s expertise. Talk with your financial advisor to determine the appropriate level for you.
Potential annual fee range
$900-$1,500
Ideal for young professionals and new families or clients with basic case complexity.Potential annual fee range
$2,000-$4,500
Ideal for experienced professionals and growing families or clients with moderate case complexity.Potential annual fee range
$5,000-$10,000
Ideal for small business owners, large families, and estate planning or clients with high case complexity.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.
Your dedicated plan may cover both your priority topics and those identified by your financial advisor. Your written recommendations translate strategies into actionable steps, helping you work towards your financial goals.