FORTHRIGHT FINANCES LLC

Overview

Forthright Finances LLC is a small independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management and educational workshops. The firm charges a combination of percentage-of-AUM fees plus hourly and fixed fees, and it operates with an equity-first posture: exchange-traded equities are the dominant holding across client accounts. Forthright is not positioned as a capital allocator or a multi-state adviser, and it does not identify as an active ESG investor. Its advisory work emphasizes customized portfolios for individuals and small businesses, delivered primarily on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices