Neal Carlson
Forthright Family Wealth · Houston, Texas
Neal Carlson is a fee-only financial advisor at Forthright Family Wealth in Houston, Texas. Neal focuses on family wealth transfer. Forthright Family Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Forthright Family Wealth |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $191.2M across 221 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4985231 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.forthrightwealth.com |
| Profile |
How Neal's firm compares
- Forthright Family Wealth's average account is about $865,000, from its Form ADV (assets managed divided by 221 accounts).
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Questions about Neal
Is Neal Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neal holds no broker registration, and Forthright Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neal charge for financial advice?
Neal's firm, Forthright Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Neal Carlson based?
Neal Carlson is based in Houston, Texas.
What does Neal specialize in?
Neal's specialties include family wealth transfer.
Is Neal Carlson registered with the SEC?
Yes. Neal Carlson is registered as an investment adviser representative in TX (CRD 4985231), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Forthright Family Wealth manage?
Forthright Family Wealth reports $191.2M across 221 accounts in assets under management.
How do I contact Neal Carlson?
Through Neal's website, www.forthrightwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on family wealth transfer
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
- Forthright Family Wealth 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.
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