Updated November 01, 2023
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Conscious Capital

Investment Advisor Firm
Total assets under management$20M
Years in business8+

About Conscious Capital

Derek Tharp, Ph.D., CFP®, CLU®, leads Conscious Capital, Inc. as President and Founder. With over eight years of financial planning experience, Derek helps clients achieve their retirement and financial objectives. Additionally, he's an Assistant Professor of Finance at the University of Southern Maine and Program Director of USM's Financial Planning program.

Derek is a recognized expert, contributing to Nerd's Eye View, a renowned industry blog. His insights have been featured in prestigious publications, including The Wall Street Journal and The New York Times, and his research appears in academic journals such as the Journal of Financial Planning.

Conscious Capital believes in ongoing services as the key to financial success, meeting with clients at least annually or more frequently as needed. They encourage clients to reach out with financial questions, addressing various aspects like investment management, tax planning, retirement planning, insurance, and estate planning.

Ongoing services are structured with fees based on a percentage of managed assets, making Conscious Capital a dedicated partner on each client's financial journey.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Tax Planning
  3. Risk Management
  4. Insurance
  5. Estate Planning

More about Conscious Capital

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2839472

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Conscious Capital.

Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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