Firm
Forward Wealth Management
Charlotte, North Carolina
Fee-only
Forward Wealth Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 45 individual clients, 32 of them high net worth.
- Its average account is about $663,000 (assets it manages divided by its 142 accounts).
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | forwardwm.com |
| [email protected] | |
| Phone | (704) 595-3386 |
Forward 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.
| Asset-based fee | 0.95% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $2,500,000 0.95%" source
"Our standard advisory fee is based on the market value of the assets under management" 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 · Fixed fees |
|---|---|
| Assets managed | $94 million |
| Individual clients | 13 |
| High-net-worth clients | 32 |
| Accounts managed | 142 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 171362 |