Anthony Austreng
Forthright Wealth Management · Alpharetta, Georgia
Anthony Austreng is a fee-only financial advisor at Forthright Wealth Management in Alpharetta, Georgia, who holds the CFP credential. Anthony focuses on retirement planning, small business owners and physicians & residents. Forthright Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
Facts
| Firm | Forthright Wealth Management |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $773.4M across 1,922 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 4559934 |
| Exams passed | Series 66 (2002) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.forthrightwealthmanagement.com |
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Questions about Anthony
Is Anthony Austreng a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Forthright Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Forthright Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Anthony Austreng based?
Anthony Austreng is based in Alpharetta, Georgia.
What does Anthony specialize in?
Anthony's specialties include retirement planning, small business owners and physicians & residents. Anthony works with founders, executives, physicians, retirees and pre-retirees.
What credentials does Anthony Austreng hold?
Anthony Austreng holds the CFP credential.
Is Anthony Austreng registered with the SEC?
Yes. Anthony Austreng is registered as an investment adviser representative in GA and TX (CRD 4559934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forthright Wealth Management manage?
Forthright Wealth Management reports $773.4M across 1,922 accounts in assets under management.
How do I contact Anthony Austreng?
Through Anthony's website, www.forthrightwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Forthright Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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