Advisor at Forward Financial LLC
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
Forward Financial LLC
Location
Houston, TX 77079
Credentials
Series 63, Series 65
Industry experience
21 years
Clark Forward is the sole advisor at Forward Financial LLC in Houston, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Guardian Life Insurance Company of America and Park Avenue Securities LLC. Outside of his advisory role, he operates an insurance agency as a sole proprietor. Forward Financial LLC provides discretionary investment management, portfolio monitoring, and financial planning to individuals, high-net-worth clients, and corporate entities. The firm offers specialized services including 401(k) and ERISA plan consulting, business exit planning, and employs a goal- and risk-based investment approach incorporating modern portfolio theory and the use of sub-advisors.
Based on Forward Financial LLC
Financial planning fees billed as fixed flat fees between $500 and $5,000; Business exit planning up to $25,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.40% annually
Insurance products sold by representatives with typical commissions
Fee-only: Fixed fees for financial planning: $500 to $5,000; Business exit planning up to $25,000
210 Electra Drive
Houston, TX 77079
Forward Financial LLC
2021 - Present (5 years)
Clark Forward, Sole Proprietor
2021 - Present (5 years)
Forward Financial LLC
2012 - Present (14 years)
Clark Forward, Sole Proprietor
2010 - Present (16 years)
GUARDIAN LIFE INSURANCE CO of AMERICA
2008 - 2021 (13 years)
Primerica Advisors
2008 - 2021 (13 years)
Primerica Advisors
2005 - 2021 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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