# Katerina Minevich

> Katerina Minevich is a fee-only financial advisor at Forward Wealth Management in Los Angeles, California, who holds the CDFA, CFP and CFA credentials. Katerina focuses on family wealth transfer and tax planning. Forward Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/katerina-minevich/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Forward Wealth Management
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.25B across 4,262 accounts
- **Credentials:** CDFA, CFP, CFA, PhD
- **Specialties:** Family wealth transfer, Tax planning
- **Works with:** Multi-generational families
- **CRD:** 8231544 (https://adviserinfo.sec.gov/individual/summary/8231544)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 69 employees
- **Disclosures:** None reported
- **Website:** http://forwardwealthmgmt.com

## Frequently asked questions

### Is Katerina Minevich a fee-only financial advisor?

Yes. Katerina Minevich is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Katerina's firm.

### How does Katerina charge for financial advice?

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

### Where is Katerina Minevich based?

Katerina Minevich is based in Los Angeles, California.

### What does Katerina specialize in?

Katerina's specialties include family wealth transfer and tax planning. Katerina works with multi-generational families.

### What credentials does Katerina Minevich hold?

Katerina Minevich holds the CDFA, CFP, CFA and PhD credentials.

### Is Katerina Minevich registered with the SEC?

Yes. Katerina Minevich is registered as an investment adviser representative in CA and TX (CRD 8231544), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Forward Wealth Management manage?

Forward Wealth Management reports $1.25B across 4,262 accounts in assets under management.

### How do I contact Katerina Minevich?

Through Katerina's website, forwardwealthmgmt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52893): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://forwardwealthmgmt.com/): specialties, clients served, and fees, checked October 28, 2026

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