Forthright Finances LLC fees
Financial planner in Tucson, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Forthright Finances LLC (Tucson, AZ) charges up to $500 an hour for financial planning.
- Website: forthrightfinances.com (opens in new tab)
- Call (424) 258-4460
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Arizona median is $300.
“In limited circumstances, Adviser alternatively offers financial planning services on an hourly basis at a rate of up to $500 per hour, charged upon completion of the agreed-upon scope of financial planning services to be rendered and payable electronically via check, ACH, debit card, or credit card through an…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Forthright Finances LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, but we reserve the right to accept or reject different fees proposed by the client.”
- “The flat annual fees are also pro-rated and paid in arrears on a quarterly basis.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check, or electronic funds transfer.”
About Forthright Finances LLC
- Principal: Scott Newhouse
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 54
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $28.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 300569 (opens in new tab)
- Phone
- (424) 258-4460
Registered in 3 states: Arizona, California, Nevada
Other planners in Tucson that publish fees
- Adam AdvisoryTucsonAnnual $3,000/yr
- Savevest, LLCTucsonHourly $500/hr
- AIO Financial, LLCTucsonHourly up to $500/hr, Quarterly $100-$5,000/qtr
- Sterling Investment Management, LLCTucsonHourly $500/hr
- Rich Capital ManagementTucsonHourly up to $300/hr 2018 brochure
- Sunrise Wealth Management, LLCTucsonHourly $300/hr, Flat from $2,500 2022 brochure
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.