Forward Investment Advisors, Inc. fees and pricing
Financial planner in Madison, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Forward Investment Advisors, Inc. charges $120 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $120/hr
“The hourly rate is $120 per hour and shall be dependent upon the complexity and comprehensiveness of the service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Forward Investment Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In doing so, Forward charges an annual fee based on a percentage of the investable assets prorated over 4 quarters.”
- “If requested in writing, at termination, fees will be billed or refunded on a pro rata basis for the portion of the quarter completed at the time of request.”
- “Each payment constitutes one quarter (1/4) of the annual fee and is paid in advance of the three months in which investment management services are rendered.”
How Forward Investment Advisors, Inc.’s fees compare
- Its hourly rate of $120 is below the Wisconsin median of $300. None of the 95 other Wisconsin planners that publish an hourly rate charge less.
- None of the 10 other planners in Madison that publish an hourly rate charge less.
About Forward Investment Advisors, Inc.
“Forward Investment Advisors, Inc. (Forward) provides personalized confidential investment management and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1993 (33 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 156
- Employees
- 1
- Works with
- Individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $60,922,367
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 106143
- Phone
- (608) 833-9400
Other planners in Madison that publish fees
- Atlatl AdvisersMadison$500/hr, $2,500
- Calculated WealthMadison$400/hr, $4,500-$60,000
- CLF Asset Management, Inc.Madison$195/hr, $1,000-$3,000
- Enrich Financial Partners LLCMadison$300-$750/hr
- Evolution Financial LLCMadison$300/hr, $3,000-$5,000
- Isthmus Partners, LLCMadison$250/hr, $500-$5,000
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.