Firm
Forward Thinking Wealth Management
Copley, Ohio
Fee-only
Facts
| Based in | Copley, Ohio |
|---|---|
| Website | forwardthinkingwm.com |
| Phone | (330) 832-6205 |
Forward Thinking Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$3,000 per quarter" source
"Yes! $3,000 a quarter with NO hidden fees." source
"All Financial Services Within One Flat Fee $3,000 per quarter" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 10 |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 282297 |