Richard Reed
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
Las Vegas, NV 89128
Credentials
Series 63, Series 66
Industry experience
21 years
About
Richard Reed is a financial advisor with Forthright Capital Advisory holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Sequent Planning, LLC and Bank of the West. He also engages in insurance activities through Forthright Capital Partners, soliciting individual life insurance and fixed annuity products. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations with discretionary portfolio management, financial planning, and employee benefit plan services. The firm primarily employs passive investment management using index funds and ETFs combined with various analytical approaches 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
7251 W Lake Mead Blvd, Ste 300
Las Vegas, NV 89128
Most active in
Richard R has reported serving >5 clients in these states in the last 12 months.
Iowa · Nebraska · Nevada
Work history
Forthright Capital Partners, LLC
2025 - Present (1 year)
Forthright Capital Advisory, LLC
2025 - Present (1 year)
Sequent Planning, LLC
2018 - 2025 (7 years)
Sequent Planning, LLC
2018 - 2025 (7 years)
Bank Of the West
2011 - 2018 (7 years)
BancWest Investment services
2011 - 2018 (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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