Forefront fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 29, 2026, Forefront charges $150-$1,000 an hour and a flat or project fee of $2,500-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$1,000/hr
“With hourly rates ranging from $150 to $1,000 an hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $2,500-$100,000
“With fixed fees ranging from $2,500 to $100,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Forefront bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “In both cases, the fees are negotiable, prorated, and paid in advance on a monthly basis.”
How Forefront’s fees compare
- Its hourly rate of $150-$1,000 spans the Texas median of $275. 95% of the 468 other Texas planners that publish an hourly rate charge less.
- 55 of the 57 other planners in Austin that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$100,000 spans the Texas median of $3,850. 99% of the 401 other Texas planners that publish a flat or project fee charge less.
- 48 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Forefront
“Adviser provides investment management, financial planning, and estate coordination planning services to clients based on their needs, suitability, and objectives.”
- Firm size: 15 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 572
- Employees
- 15
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $239,835,320
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 308521
- Phone
- (512) 617-1984
Can advise clients in 27 states: Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.