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THOUGHTFUL FINANCIAL PLANNING, LLC

CRD No. 171525 | Minnesota | RIA/Wealth Manager | Last Form ADV Filed on 01 Apr 2024 | Registration: State
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Thoughtful Financial Planning, LLC was founded in 2014 by Timothy J. LaPean, who is the sole owner of the firm. They offer financial planning and investment management services primarily to individuals, focusing on various aspects such as financial objectives, cash flow management, tax planning, retirement planning, and estate planning. The firm operates on a fee-only basis and does not sell commissioned products like annuities or insurance. Clients have the final say on investment decisions, and the firm does not act as a custodian of client assets. The firm provides ongoing financial consulting services called Thoughtful Journeys, which include regular meetings, written recommendations, asset management, and access to advisors for questions. Clients can also engage in project-based planning for specific needs at fixed fees. Thoughtful Financial Planning, LLC manages $4,767,915.00 in Non-Discretionary Assets Under Management as of December 31, 2023. The firm discloses any conflicts of interest and allows clients to impose restrictions on their investments. They do not sponsor a wrap fee program and provide tailored services based on individual client goals and objectives.

Identifying Information
CRD No.
171525
Latest Filing
01 Apr 2024
Form of Organization
Limited Liability Company
Legal Domicile
MN, United States
Registration
State
State Regulator Details
MN | APPROVED | 2014-06-06
Contact Details
Street Address
314 CLIFTON AVENUE, SUITE 105
City
MINNEAPOLIS
Postal Code
55403
Location
Minnesota, United States
Phone
000-000-0000
Company Information
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
High net worth individuals 000 $0,000,000,000
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Total Reg. AUM $4,767,915
Discretionary $0
Non-Discretionary $4,767,915
$4.768M
Employee Strength 1
1
No. of Accounts 69
Discretionary 0
Non-Discretionary 69
69

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Direct Owners
LAPEAN, TIMOTHY, JON
CHIEF COMPLIANCE OFFICER (75% or more)

SEC Links
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