Stephen Amason
Forthright Wealth Management · Alpharetta, Georgia
Stephen Amason is a fee-only financial advisor at Forthright Wealth Management in Alpharetta, Georgia, who holds the CFP credential. Stephen focuses on retirement planning, small business owners and physicians & residents. Forthright Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
Facts
| Firm | Forthright Wealth Management |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $773.4M across 1,922 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 8053353 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.forthrightwealthmanagement.com |
| Profile |
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Questions about Stephen
Is Stephen Amason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Forthright Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Forthright Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephen Amason based?
Stephen Amason is based in Alpharetta, Georgia.
What does Stephen specialize in?
Stephen's specialties include retirement planning, small business owners and physicians & residents. Stephen works with founders, executives, physicians, retirees and pre-retirees.
What credentials does Stephen Amason hold?
Stephen Amason holds the CFP credential.
Is Stephen Amason registered with the SEC?
Yes. Stephen Amason is registered as an investment adviser representative in GA (CRD 8053353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forthright Wealth Management manage?
Forthright Wealth Management reports $773.4M across 1,922 accounts in assets under management.
How do I contact Stephen Amason?
Through Stephen's website, www.forthrightwealthmanagement.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
- Forthright 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.
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