Forthright Financial Planning LLC

Forthright Financial Planning LLC (CRD# 143287) is a financial advisory firm headquartered in Albuquerque, NM. They manage $8,412,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $98,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Forthright Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer W. Migdal
CRD#: 4952120
2125 Wyoming Blvd. Ne, Albuquerque, NM 87112
93
Wealthminder
score

Jennifer Migdal (CRD# 4952120) is an Investment Advisor Representative working at Forthright Financial Planning LLC in Albuquerque, NM and has over 11 years of experience in the finance industry.

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