Forward Thinking Wealth Management

Forward Thinking Wealth Management (CRD# 282297) is a financial advisory firm headquartered in Akron, OH. They manage $16,133,281 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1700 West Market Street, Suite #192, Akron, OH 44313
http://www.linkedin.com/in/flatfeeplanner
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $268,888
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
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Forward Thinking Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Johnson, financial advisor Copley OH
Daniel P. Johnson
CRD#: 5186023
Copley, OH

Daniel Johnson (CRD# 5186023) is an Investment Advisor Representative working at Forward Thinking Wealth Management in Copley, OH and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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