Gregory Forsythe
Forsythe Wealth Management · Crown Point, Indiana
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.
Request an introduction to Gregory →
Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Founders
- Physicians
- Executives
- Divorced individuals
- Early-career professionals
Facts
| Firm | Forsythe Wealth Management |
|---|---|
| Based in | Crown Point, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $79.4M across 355 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, IL, IN, TX · CRD 4213194 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | forsythewealth.com |
| Profile |
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gregory
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.
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
- Forsythe 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.
See something wrong? Request a correction. Read our methodology.