PlannerFees

Forward Financial Planning LLC fees and pricing

Financial planner in Phoenix, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 10, 2026, Forward Financial Planning LLC charges $300 an hour and a quarterly fee of $450⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Based Planning & Consulting For Project-Based services, we charge an hourly fee of $300, or a negotiated fixed fee which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Quarterly fee
$450⁠-⁠$1,500/qtr
“Such fees can range from $450 and $1500 per quarter.”

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

How Forward Financial Planning LLC bills

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

  • “The fee is negotiable at the Advisor’s discretion depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
  • “Typically, an initial deposit of up to $500 is due upon signing the engagement contract and the remaining balance is due upon delivery of the completed financial plan.”
  • “Ongoing Financial Planning 7 For clients utilizing ongoing financial planning as a stand-alone service, clients pay an ongoing quarterly fee that is determined in advance in the Client agreement and is based on the complexity of their financial situation.”

How Forward Financial Planning LLC’s fees compare

  • Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 20 of the 42 other planners in Phoenix that publish an hourly rate charge less.

About Forward Financial Planning LLC

“In order to best serve our Clients, we generally require that all new clients seeking ongoing investment management or financial planning engage in this service first.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, EA, and ChFC®.
  • Registered as an adviser: 2022 (4 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
2% a year
Minimum
No minimum stated in brochure
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$2,637,100
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
322647
Website
fwdfinancialplanning.com (opens in new tab)
Phone
(720) 734-9818

Can advise clients in 2 states: Arizona, Colorado

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