Forward Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“The fixed fee can range from $1,000.00 to $5,000.00.”

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

How Forward Wealth Management, LLC bills

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

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion of work, however, FWM will not bill an amount above $500.00 more than 6 months in advance.”

How Forward Wealth Management, LLC’s fees compare

• Its flat or project fee of $1,000-$5,000 spans the North Carolina median of $4,800. 35% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 8 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Forward Wealth Management, LLC

• Principal: Stephen Miller
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2014 (12 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

0.95% a year

Clients

45

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$94,113,768

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171362

Website

x.com/s_miller1 (opens in new tab)

Phone

(704) 595-3386

Can advise clients in 3 states: Louisiana, North Carolina, Texas

Other planners in Charlotte that publish fees

• Altruist Wealth ManagementCharlotte$1,000⁠-⁠$12,000, $750⁠-⁠$3,000/qtr
• Auctus Advisors LLCCharlotte$5,000⁠-⁠$100,000
• Aureus CapitalCharlotte$150/hr, $1,000⁠-⁠$10,000
• Buoyant FinancialCharlotte$2,000
• Calamita Wealth ManagementCharlotte$5,000⁠-⁠$15,000
• Cannon AdvisorsCharlotte$1,500⁠-⁠$5,000

Compare all 93 planners in Charlotte