Katerina Minevich
Forward Wealth Management · Los Angeles, California
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.
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Specialties
Who they serve
- Multi-generational families
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 | $1.25B across 4,262 accounts |
| Credentials | CDFA · CFP · CFA · PhD |
| SEC registration | Investment adviser representative in CA, TX · CRD 8231544 |
| Exams passed | Series 65 (2024) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | forwardwealthmgmt.com |
| Profile |
How Katerina's firm compares
- Forward Wealth Management's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Katerina
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Forward Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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