THINK DIFFERENT FINANCIAL PLANNING

Legal name: THINK DIFFERENT FINANCIAL PLANNING LLC

CRD 312539File 801-135763

APPROVED

Retail clients

Filing as of Jul 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$141.5M

Bottom 25% of cohort (national)

Discretionary AUM

$141.5M

Clients

202 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 3, 2026
Principal office: Not reported
Phone: 650-387-0533
Website: https://www.yelp.com/biz/will-steinberger-think-different-financial-planning-redwood-city-4?osq=will+steinberger

Assets & accounts

ADV Item 5F

Total regulatory AUM: $141.5M
Discretionary AUM: $141.5M
Non-discretionary AUM: $0
Discretionary accounts: 202
Non-discretionary accounts: 0
Total accounts: 202
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	41	$139.3M
Individuals (other than high net worth individuals)	Fewer than 5	$2.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.