Forthright Wealth Management, LLC

Forthright Wealth Management, LLC (CRD# 220515) is a financial advisory firm headquartered in Alpharetta, GA. They manage $185,560,000 in 853 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    853
    ACCOUNTS
  • Average Account Value
    $217,538
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.

FL, GA, TX

Financial Advisors at Forthright Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Anthony J. Austreng
CRD#: 4559934
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022
96
Wealthminder
score

Anthony Austreng (CRD# 4559934) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 14 years of experience in the finance industry. Anthony Austreng has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John J. Ellis
CRD#: 5422812
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022
96
Wealthminder
score

John Ellis (CRD# 5422812) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 9 years of experience in the finance industry. John Ellis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian P. Johnston
CRD#: 4590332
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022
96
Wealthminder
score

Brian Johnston (CRD# 4590332) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 13 years of experience in the finance industry. Brian Johnston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeff R. Wills
CRD#: 5131854
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022
83
Wealthminder
score

Jeff Wills (CRD# 5131854) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 10 years of experience in the finance industry.

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