# Gregory Forsythe

> Gregory Forsythe is a fee-only financial advisor at Forsythe Wealth Management in Crown Point, Indiana, who holds the CFA credential. Gregory focuses on retirement planning and small business owners. Forsythe Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-forsythe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Forsythe Wealth Management
- **Based in:** Crown Point, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $79.4M across 355 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees, High earners, Founders, Physicians, Executives, Divorced individuals, Early-career professionals
- **CRD:** 4213194 (https://adviserinfo.sec.gov/individual/summary/4213194)
- **SEC registration:** Investment adviser representative in FL, IL, IN, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://forsythewealth.com/

## Frequently asked questions

### Is Gregory Forsythe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Forsythe Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory's firm, Forsythe Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Gregory Forsythe based?

Gregory Forsythe is based in Crown Point, Indiana.

### What does Gregory specialize in?

Gregory's specialties include retirement planning and small business owners. Gregory works with retirees, pre-retirees, high earners, founders and physicians.

### What credentials does Gregory Forsythe hold?

Gregory Forsythe holds the CFA credential.

### Is Gregory Forsythe registered with the SEC?

Yes. Gregory Forsythe is registered as an investment adviser representative in FL, IL, IN and TX (CRD 4213194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Forsythe Wealth Management manage?

Forsythe Wealth Management reports $79.4M across 355 accounts in assets under management.

### How do I contact Gregory Forsythe?

Through Gregory's website, forsythewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4213194): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://forsythewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.