FORETHOUGHT PLANNING LLC

Overview

Forethought Planning LLC is a small, owner-led limited liability company that positions itself as a financial planning adviser rather than a traditional asset manager. The firm’s primary business activity is delivering financial planning services and it charges fixed or subscription-style fees instead of an asset-based advisory charge. It is affiliated with an insurance company, which suggests a practice that may lean on insurance solutions (term, permanent life, annuities) as part of client plans or use insurance carriers as product partners. The adviser is not described as an active ESG investor, it does not operate as a multi-state adviser, and it is not classified as a capital allocator or pension consultant. The firm’s classification is listed as unclassified, and ownership is individual, indicating a single proprietor or sole principal running the business rather than a multi-partner RIA structure.

Assets & Accounts

Investments & Alternatives

Location & Offices