Forthright Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning engagements are offered at an hourly rate of $300 per hour.”

Flat or project fee

$1,000

“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $250 per month.”

Monthly fee

$250/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Forthright Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by credit card.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Forthright Capital’s fees compare

• Its hourly rate of $300 matches the Nevada median of $300. 47% of the 64 other Nevada planners that publish an hourly rate charge less.
• 12 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Nevada median of $5,000. 10% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 2 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.

About Forthright Capital

• Firm size: 22 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

978

Employees

22

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$107,686,977

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323596

Website

forthrightcps.com (opens in new tab)

Phone

(725) 712-3011

Can advise clients in 28 states: Arkansas, Arizona, California, Connecticut, Florida, Georgia, Hawaii, Iowa, Illinois, Massachusetts, Maryland, Michigan, Missouri, North Carolina, Nebraska, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington

Other planners in Las Vegas that publish fees

• Adaptive Wealth EngineeringLas Vegas$500/hr
• Backbone Planning Partners LLCLas Vegas$500⁠-⁠$15,000, $5,000⁠-⁠$50,000/yr
• Bird Spring Financial LLCLas Vegas$350⁠-⁠$500/hr, $525⁠-⁠$7,500
• Black Card CircleLas Vegas$350/hr, $1,500⁠-⁠$50,000
• Buckley WealthLas Vegas$50,000, $50,000/yr
• Clarity Council Financial, LLCLas Vegas$200/hr, $1,000

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