Forthright Family Wealth

Forthright Family Wealth at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 2 employees and 64 individual clients, 45 of them high net worth.
• Its average account is about $865,000 (assets it manages divided by its 221 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Forthright Family Wealth fees

Forthright Family Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Neal Carlson

Other fee-only firms in Houston

• Fortiter Wealth Management
• Forward Financial
• Founders Capital Management
• Fruth Investment Management
• Fundamental Advisors
• Geoffry H. Oshman, CFP
• Goodman Financial Corporation
• Guided Capital Wealth Management

Fee-only advisors in Texas