Forthright Financial Services

Overview

Forthright Financial Services is an independent, Texas-based LLC that advises individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning and portfolio management services for individuals and small businesses, along with educational workshops and assistance selecting other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not position itself as an active ESG investor and appears to focus on conventional equity-based management rather than broad multi-state operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices