Forthright Wealth Management

Retirement Planning Firm in Alpharetta, GA

Firm Info
Address: 5755 North Point Pkwy UNIT 47, Alpharetta, GA 30022, USA
Website:
Phone: (470) 448-4468

Firm Size
Assets Under Management: $488.2 million
# of Advisors: 5
# of Clients: 1,436
Client to Advisor Ratio: 287:1
Average Account Size: $339,954
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Forthright Wealth Management, LLC Overview

Forthright Wealth Management, LLC is a fee-only registered investment advisory firm based in Alpharetta, GA. Founded in 2015, the firm has been providing investment advice exclusively to its clients while not receiving any commissions or incentives related to the trades it executes. As a fee-only firm, their clients can avoid conflicts of interest that arise from commission-based compensation models. Their services mainly include financial planning and portfolio management for individuals and small businesses. They work with their clients to understand their financial goals, formulate comprehensive financial plans that suit their unique needs, and help them navigate the ever-changing economic landscape in a way that aligns with their overall objectives. In addition to their core services, Forthright Wealth Management, LLC also offers selection of other advisors based on their vast experience and knowledge in the investment industry. This enables their clients to access a wider range of investment strategies and opportunities, which enables them to maximize their returns while minimizing risks. Overall, they strive to meet their clients' needs by providing sound investment advice to navigate the markets while also providing the highest level of customer service.

Forthright Wealth Management, LLC caters to a diverse range of clients, including individuals seeking financial advice, high net worth individuals in need of comprehensive wealth management services, and various types of corporations looking to optimize their financial strategies. With its dynamic and extensive approach to wealth management, FORTHRIGHT is well-equipped to handle different types of clients and their unique needs. When it comes to fees, FORTHRIGHT provides a variety of options based on the services offered. Clients can opt for percentage of AUM fees, which are calculated based on the assets under management. Alternatively, they can choose hourly fees, which are billed according to the amount of time spent on the client's account. Fixed fees are also available for specific tasks or services provided by the firm. These flexible fee structures allow clients to choose the payment option that best suits their preferences, and ensures transparency in their financial dealings. FORTHRIGHT's commitment to personalized client service is reflected in its flexible and comprehensive fee structures.

Typical Clients, Fee Structures & Investment Minimum

The note in Forthright Wealth Management's Part 2 Brochure states that the firm generally does not impose a minimum relationship size. However, they do impose a minimum fee of $2,500 which can be waived at the sole discretion of the Advisor. There is no mention of an investment minimum, meaning that clients can theoretically invest any amount of money with the firm as long as they are willing to pay the minimum fee.

How This Office Can Help Alpharetta, GA Residents

Forthright Wealth Management is an experienced financial advisory firm that assists clients in Alpharetta, GA. They specialize in designing personalized financial plans for individuals and families to help them achieve their financial goals. The clients of Forthright Wealth Management vary from recent graduates to retirees, each having different financial situations, needs, and priorities. Those living in Alpharetta, GA may face financial challenges such as low-paying jobs, debt management, retirement planning, and investment management. Forthright Wealth Management understands the financial challenges of individuals residing in Alpharetta, GA, and offers a comprehensive range of services, including tax planning, estate planning, investment planning, etc. They work closely with clients to develop a tailored plan that addresses their specific financial needs while aligning with their goals. With their knowledge, expertise, and experience, Forthright Wealth Management provides guidance and support to clients, helping them make sound financial decisions that prioritize their long-term financial security.

To view the Minimum Investment and Fee Schedule for Forthright Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Forthright Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Forthright Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5755 North Point Pkwy UNIT 47, Alpharetta, GA 30022, USA
Phone (470) 448-4468
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Forthright Wealth Management, LLC is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • Nebraska
  • North Carolina
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

Disciplinary History

Forthright Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs