Vincent Forte
Shawnee Investments & Planning · Cincinnati, Ohio
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.
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Facts
| Firm | Shawnee Investments & Planning |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.2M across 23 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6628996 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.shawneeinvestment.com |
| Profile |
How Vincent's firm compares
- Shawnee Investments & Planning's average account is about $54,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Vincent
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.
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
- 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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