John Rowden
Advisor at Forthright Capital
Updated today
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
Hutto, TX
Credentials
Series 63, Series 65, Series 66
Industry experience
3 years
About
John Rowden is a financial advisor at Forthright Capital Advisory with three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including Equis Financial, Verity Asset Management, and Teacher's Pension. Outside of his advisory role, he is also an independent agent soliciting life insurance and annuities. 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 emphasizes passive investment management using index mutual funds and ETFs, applying Modern Portfolio Theory alongside other analytical methods, and offers a range of planning engagement formats.
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
Fee options
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
Location
Hutto, TX
Most active in
John R has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Work history
Equis Financial
2025 - Present (1 year)
Forthright Capital Advisory
2024 - Present (2 years)
Forthright Capital Partners
2024 - 2025 (1 year)
Verity Asset Management
2023 - 2024 (1 year)
Teacher's Pension
2022 - 2024 (2 years)
Sterling Computers, Inc.
2022 - 2022 (1 year)
Family First Life
2021 - 2022 (1 year)
Dell Technologies
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 66
Las Vegas, NV
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Series 65
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Las Vegas, NV
Lal Ltd.
Diane T
Series 65
Las Vegas, NV
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Erica R
Series 65
Las Vegas, NV
ERK Wealth Advisors, LLC
Earl C
Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
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