Advisor at Forthright Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forthright Capital
Location
Dallas, PA
Credentials
ChFC®, Series 63
Industry experience
9 years
Christopher De Villeneuve is a financial advisor with Forthright Capital Advisory, holding the ChFC® designation and Series 63 license. He has nine years of industry experience, including eight years at New York Life and NYLIFE Securities. He is also involved in an affiliated insurance agency, Forthright Capital Partners, where he solicits individual life insurance and fixed annuity products. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and employee benefit plan services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, complemented by Modern Portfolio Theory and additional analytical methods.
Based on Forthright Capital
Based on Forthright Capital
Project-Based Financial Planning: $2,000 to $10,000 fixed fee, negotiable
$0 - $1,000,000: 2.25% $1,000,001 - $2,500,000: 2.00% $2,500,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.50% $10,000,001+: Negotiable
$300 per hour for financial planning engagements, negotiable
Ongoing Financial Planning: $250 per month, paid monthly in arrears
Minimum fee: Annual $75 tech fee for accounts over $1,000; max $150 per household Fee-only: Ongoing Financial Planning: $1,000 upfront plus $250/month; Project-Based Planning: $2,000–$10,000 fixed fee; Hourly Planning: $300/hour
Dallas, PA
Pennsylvania
Forthright Capital Advisory LLC
2024 - Present (2 years)
Forthright Capital Partners LLC
2024 - Present (2 years)
NYLIFE Securities LLC
2016 - 2024 (8 years)
New York Life Insurance Co.
2016 - 2024 (8 years)
Unemployed
2016 - 2016 (1 year)
Citizens Bank
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
CFP®, Series 63, Series 65
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Series 65
West Pittston, PA
Park Lane Financial Group LLC
Series 63, Series 65
Clark's Summit, PA
1st Financial Investment, Inc.
CFP®
Harveys Lake, PA
George J. Appel
Series 63
Clark's Summit, PA
1st Financial Investment, Inc.
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