Forward Wealth fees and pricing
Financial planner in Lone Tree, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 8, 2026, Forward Wealth charges a flat or project fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$20,000
“The flat rate fee for financial planning and consulting services ranges from $2,500 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Forward Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unless indicated otherwise on the IAA, all fees are deducted from the account and payable to FWD.”
- “Fees may be paid in arrears or advance, as indicated on the client’s IAA.”
- “Fees paid in arrears will be prorated for any partial billing periods based on the number of days in the billing period during which the IAA was in effect.”
How Forward Wealth’s fees compare
- Its flat or project fee of $2,500-$20,000 spans the Colorado median of $5,250. 83% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Lone Tree that publish a flat or project fee charge less.
About Forward Wealth
- Firm size: 12 employees.
- Registered as an adviser: 2026.
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
- 1% a year
- Clients
- 15
- Employees
- 12
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $111,061,179
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339154
- Phone
- (720) 739-3930
Can advise clients in 4 states: Arizona, California, Colorado, Texas
Other planners in Lone Tree that publish fees
- Evercurrent Wealth ManagementLone Tree$375/hr, $5,000
- GBG Wealth Management LLCLone Tree$2,500
- Stonebridge Financial Solutions, IncLone Tree$250/hr
- Tier One Wealth ManagementLone Tree$300/hr, $1,000-$7,500
Is something on this page wrong or out of date?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.