Fresh Forward fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$165/hr

“Fees are paid in arrears, and are based on our hourly rate of $165.”

Annual fee

$2,500/yr

“The firm assesses a minimum annual fee of $2500.”

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

How Fresh Forward bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Fresh Forward’s fees compare

• Its hourly rate of $165 is below the Arizona median of $275. 13% of the 195 other Arizona planners that publish an hourly rate charge less.
• 5 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its annual fee of $2,500 is below the Arizona median of $10,000. 12% of the 43 other Arizona planners that publish an annual fee charge less.
• 1 of the 10 other planners in Phoenix that publish an annual fee charge less.

About Fresh Forward

• Principal: Tara Capp
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

$2,500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316328

Website

myfreshforward.com (opens in new tab)

Phone

(623) 694-8487

Other planners in Phoenix that publish fees

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• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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