Flat-Fee Wealth Management
Work directly with a Certified Financial Planner. Get a comprehensive financial plan, tax strategy, investment management, and a modern dashboard to track it all.
No AUM fees. No commissions. Just transparent, flat-fee pricing.
0%
AUM Fees
CFP®
Certified Planners
100%
Fiduciary
Flat Fee
Transparent Pricing
You've worked hard to build wealth. But the financial industry still charges you like it's 1995.
The Old Way
The Forward Way
Comprehensive Planning
Work with a dedicated CFP® who coordinates every aspect of your financial life.
Your own Certified Financial Planner who knows your situation inside and out. Message anytime, schedule calls when you need them.
A comprehensive, personalized plan covering retirement, cash flow, debt optimization, and major life decisions.
Proactive tax planning throughout the year, plus tax preparation and filing. No more April surprises.
Portfolio management at 0% AUM. We build and manage your portfolio aligned with your plan and risk tolerance.
Estate planning guidance, will and trust support, and insurance analysis to protect what you've built.
Track your net worth, investments, and progress in one modern dashboard. Collaborate with your planner in real-time.
Your Command Center
See your complete financial picture, track progress toward goals, and collaborate with your planner—all in one place.
Dashboard Preview
It's about progress. It's about continuous, determined movement despite obstacles. It's about taking steps forward—even when the path isn't clear.
That's why we built Forward. To give ambitious people a partner who helps them keep moving toward their goals.
Go Forward.
Tech professionals
Navigate RSUs, ISOs, and IPO planning with expertise.
Dual-income households
Coordinate benefits, taxes, and goals as a team.
Business owners
Separate personal and business finances with a clear strategy.
Growing families
Plan for education, homes, and the life you're building.
Three plans based on complexity, not assets. Pay semi-annually, cancel anytime.
Builder
$1,499
/semi-annually
Accumulator
$2,499
/semi-annually
Compounder
$3,499
/semi-annually
Held to the highest fiduciary standard. Your interests always come first.
256-bit encryption. Read-only account access. Your data is never sold.
Every planner is a Certified Financial Planner with rigorous training and ethics requirements.
Join Forward and get the comprehensive financial planning you deserve—without the AUM fees.
Get Started30-day money-back guarantee