Forward Financial Planning LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 322647
- Website
- fwdfinancialplanning.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.85%
- HNWI46.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Forward Financial Planning LLC is a small, individually owned advisory firm organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm serves as a capital allocator and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. It is not identified as an active ESG investor, does not operate as a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Seth Thompson
FounderCRD 7596151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 4539 N 22nd St
- Time zone
- MT (UTC-7)
- Office locations
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