Forthright Finances at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 54 individual clients.
- Its average account is about $98,000 (assets it manages divided by its 291 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Arizona median of $4,800.
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | forthrightfinances.com |
| [email protected] | |
| Phone | (424) 258-4460 |
Questions about Forthright Finances
How much does Forthright Finances charge?
Forthright Finances publishes these prices: ongoing planning: from $6,000 a year. We found this on its website, checked October 28, 2026.
How is Forthright Finances paid?
Forthright Finances's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Forthright Finances have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Forthright Finances.
What is the average account at Forthright Finances?
Forthright Finances's average account is about $98,000. That's the assets on its Form ADV divided by its 291 accounts.
What does Forthright Finances specialize in?
Forthright Finances's advisors and website list retirement planning, flat-fee planning, tax planning and estate & legacy planning.
Is Forthright Finances accepting new clients?
Yes, according to Forthright Finances's website, checked October 28, 2026.
Forthright Finances fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Under $1M $6,000 /yr" source
"All of it for a flat fee: $6,000 under $1M, $8,000 over." source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 54 |
| Accounts managed | 291 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 300569 |