Firm
Forthright Wealth Management
Alpharetta, Georgia
Fee-only
Facts
| Based in | Alpharetta, Georgia |
|---|---|
| Website | forthrightwealthmanagement.com |
| Phone | (470) 395-4749 |
Forthright Wealth Management fees
Forthright Wealth Management 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $773 million |
| Individual clients | 301 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 220515 |