# Jared Defore

> Jared Defore is a fee-only financial advisor at Onward FI in Plainfield, Indiana, who holds the CFP and PFS credentials. Onward FI reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jared-defore/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Onward FI
- **Based in:** Plainfield, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $10.8M across 67 accounts
- **Credentials:** CFP, PFS
- **CRD:** 6415599 (https://adviserinfo.sec.gov/individual/summary/6415599)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jared Defore a fee-only financial advisor?

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

### How does Jared charge for financial advice?

Jared's firm, Onward FI, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jared Defore based?

Jared Defore is based in Plainfield, Indiana.

### What credentials does Jared Defore hold?

Jared Defore holds the CFP and PFS credentials.

### Is Jared Defore registered with the SEC?

Yes. Jared Defore is registered as an investment adviser representative in IN (CRD 6415599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Onward FI manage?

Onward FI reports $10.8M across 67 accounts in assets under management.

### How do I contact Jared Defore?

Contact details aren't on file yet. Search for Onward FI.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6415599): 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

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