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Edward Hill

Advisor at Forthright Capital

Updated today
Forthright Capital logo

Firm

Forthright Capital

Location

Conroe, TX

Credentials

Series 63, Series 65

Industry experience

10 years

About

Edward Hill is a financial advisor at Forthright Capital Advisory in Conroe, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Increase Financial, LPL Financial, and AXA Advisors. Outside of advisory services, Hill is involved with Forthright Capital Partners, an affiliated insurance agency that solicits individual life insurance and fixed annuity products. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and employee benefit plan services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, incorporates Modern Portfolio Theory, and provides a broad range of engagement options including subscription-based planning.

Client services

Based on Forthright Capital

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Forthright Capital

General retirement planning Income planning Cash flow / budgeting Debt management

Occupation focus

Based on Forthright Capital

Founder/Business Owner Executive

Fee options

Fixed

Project-Based Financial Planning: $2,000 to $10,000 fixed fee, negotiable

Percentage

$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

Project-based

$300 per hour for financial planning engagements, negotiable

Subscriptions

Ongoing Financial Planning: $250 per month, paid monthly in arrears

Other

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

Location

Conroe, TX

Most active in

Texas

Work history

Forthright Capital Partners, LLC

2024 - Present (2 years)

Forthright Capital Advisory, LLC

2024 - Present (2 years)

Increase Financal

2016 - 2024 (8 years)

LPL Financial, llc

2016 - 2019 (3 years)

Axa Advisors, Llc

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alex B

CFP®, ChFC®, RICP®

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Approaching retirement
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David C

Series 63, Series 65

The Woodlands, TX

Core Capital Management, LLC

Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Keith C

Series 63, Series 66

Montgomery, TX

Innova Capital Management, LLC

Active portfolio management
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Joel G

Series 63, Series 65

Conroe, TX

Gemini Estate Plan LLC

General retirement planning General tax planning Life insurance needs analysis

Jason S

CFP®

The Woodlands, TX

SF Planning Group LLC

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

General retirement planning Retirement income strategy Wealth management Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Donnie C

CFP®, Series 66

The Woodlands, TX

First Move Financial, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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