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
Hurricane, UT
Credentials
Series 63, Series 65
Industry experience
5 years
Nephi Eschler is a financial advisor at Forthright Capital Advisory with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Eschler also owns Eschler Financial, LLC, an entity established for tax and employee compensation purposes. 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 primarily employs passive investment management using index mutual funds and ETFs, applying Modern Portfolio Theory alongside fundamental and technical analysis.
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
Hurricane, UT
Utah
Forthright Capital Advisory
2023 - Present (3 years)
Forthright Capital Partners
2023 - Present (3 years)
Northwestern Mutual Wealth Management Company
2022 - 2023 (1 year)
Todd Johnson
2021 - 2023 (2 years)
Northwestern Mutual Life Insurance Company
2018 - 2021 (3 years)
Northwestern Mutual Investment Services LLC
2018 - 2023 (5 years)
Achieve You
2018 - 2023 (5 years)
DB Systems
2017 - 2018 (1 year)
Golden Heart Senior Care
2017 - 2017 (1 year)
The Church of Jesus Christ of Latter Day Saints
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 65
Saint George, UT
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Series 65
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Retirement Planners of America
CFP®, Series 66
Washington, UT
Investor FAN
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