# Thoughtful Money LLC

> Thoughtful Money LLC is an SEC-registered investment advisory firm in Reno, NV, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 7, 2026.

- CRD: 329306
- Filed as: THOUGHTFUL MONEY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329306
- AdvisorCensus page: https://advisorcensus.com/firm/thoughtful-money-llc-reno-nv-329306

## Quick answers

**How is Thoughtful Money LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Thoughtful Money LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**How much does Thoughtful Money LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Subscription: $15 a month (monthly newsletter/periodicals). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Thoughtful Money LLC located?**
Thoughtful Money LLC's principal office is in Reno, NV, according to its Form ADV.

**Is Thoughtful Money LLC registered with the SEC or a state?**
Thoughtful Money LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 329306.

**How have Thoughtful Money LLC's assets and staff changed since 2025?**
In the Form ADV data for Thoughtful Money LLC: Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Thoughtful Money LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329306

**What changed in Thoughtful Money LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in MD, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Subscription: $15 a month (monthly newsletter/periodicals)

> Thoughtful Money offers a subscription service that costs $15 for monthly newsletter/periodicals.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |

### Advisory services (Item 5.G)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, GA, IA, IL, KS, LA, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OR, PA, SC, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [thoughtfulmoney.com](https://thoughtfulmoney.com)
- [thoughtfulmoney.substack.com](https://thoughtfulmoney.substack.com)
- X @thoughtfulmoney
- YouTube @adam.taggart

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 1 | July 27, 2025 |
| October 2026 | Not reported | 1 | April 7, 2026 |

Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in MD, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thoughtful Money LLC (CRD 329306): Form ADV filing data as of October 2026.