FOURTHOUGHT FINANCIAL PARTNERS, LLC.

310 W. Venice Avenue
Suite 201
Venice, Florida 34285
Tel: 941-408-8557

About FOURTHOUGHT FINANCIAL PARTNERS, LLC.

FOURTHOUGHT FINANCIAL PARTNERS, LLC, formally registered with the SEC as FOURTHOUGHT FINANCIAL PARTNERS, LLC. The firm was established in 10/21/2022. They have over 1 offices throughout the country.

FOURTHOUGHT FINANCIAL PARTNERS, LLC. is a Venice, Florida based Financial Planning firm with nearly $1,325,134,139 assets under management, offering retirement planning & investment advisory services to 3791 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323060
SEC#	801-126759
Assets Managed by Firm	$1,325,134,139
No. of Clients	3791
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees
Other (REV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	3791	$1,325,134,139
Individuals (other than high net worth individuals)	465	$134,981,657
High net worth individuals	391	$1,013,847,337
Pension and profit sharing plans	11	$4,893,176
Charitable organizations	4	$16,498,356
Corporations or other businesses	20	$154,913,613

More Retirement Planning firms in Venice, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

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