Forthright Financial Planning LLC
Forthright Financial Planning LLC (CRD# 143287) is a financial advisory firm headquartered in Albuquerque, NM. They manage $26,474,101 in 103 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts103ACCOUNTS
-
Average Account Value$257,030
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NM
Financial Advisors at Forthright Financial Planning LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.