Forward Thinking Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000⁠-⁠$30,000/yr

“The annual fixed fee ranges from $10,000 to $30,000.”

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

How Forward Thinking Wealth Management bills

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

• “The advisory fee is negotiable based on 7 several factors including, but not limited to, number of accounts, amount of time spent working with the client, and amount of assets managed.”
• “The advisory fee is collected monthly in arrears.”
• “The annual advisory fee is directly debited from client accounts, or the client may choose to pay either by check or electronic payment.”

How Forward Thinking Wealth Management’s fees compare

• Its annual fee of $10,000-$30,000 is above the Ohio median of $5,000. 86% of the 79 other Ohio planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Forward Thinking Wealth Management

• Principal: Daniel P. Johnson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

37

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$45,638,003

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282297

Website

YOUTUBE.COM/@PhysicianLifeBalance (opens in new tab)

Phone

(330) 832-6205

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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