# Vincent Forte

> Vincent Forte is a fee-only financial advisor at Shawnee Investments & Planning in Cincinnati, Ohio. Shawnee Investments & Planning reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Shawnee Investments & Planning
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $1.2M across 23 accounts
- **CRD:** 6628996 (https://adviserinfo.sec.gov/individual/summary/6628996)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.shawneeinvestment.com

## Frequently asked questions

### Is Vincent Forte a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Vincent holds no broker registration, and Shawnee Investments & Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Vincent charge for financial advice?

Vincent's firm, Shawnee Investments & Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Vincent Forte based?

Vincent Forte is based in Cincinnati, Ohio.

### Is Vincent Forte registered with the SEC?

Yes. Vincent Forte is registered as an investment adviser representative in OH (CRD 6628996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shawnee Investments & Planning manage?

Shawnee Investments & Planning reports $1.2M across 23 accounts in assets under management.

### How do I contact Vincent Forte?

Through Vincent's website, www.shawneeinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6628996): 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.