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.
Quinten Smith is a Series 65-licensed financial advisor with Forthright Capital Advisory in Princeton, Texas, and has two years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services and Castle Advisors, Inc./GEICO. Outside of advisory work, he is the CEO of Forged by Fire, LLC, a coaching and consulting business focused on mentoring men in their personal and spiritual development. 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, combined with 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
Princeton, TX
Missouri · Texas
Forthright Capital Advisory
2024 - Present (2 years)
Forthright Capital Partners, LLC
2024 - Present (2 years)
Mutual of Omaha Investor Services
2022 - 2024 (2 years)
Mutual of Omaha Insurance Company
2022 - 2024 (2 years)
Castle Advisors, Inc./GEICO
2018 - 2021 (3 years)
Reliable Chevrolet
2018 - 2018 (1 year)
Dish Network
2017 - 2018 (1 year)
Sears
2016 - 2017 (1 year)
Mister Car Wash
2015 - 2016 (1 year)
Hometown Disposal
2015 - 2016 (1 year)
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Series 63, Series 65
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Series 63, Series 66
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