Forward Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“General Financial Planning Services are offered based on a flat fee between $500 and $5,000.”

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

How Forward Financial LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Forward Financial LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
• 17 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Forward Financial LLC

• Principal: Clark Forward
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 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

88

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$76,586,109

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316517

Website

forwardfinancial.net (opens in new tab)

Phone

(713) 561-5516

Can advise clients in 5 states: California, Illinois, Michigan, Ohio, Texas

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• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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