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.
Steven Schumaker is a financial advisor at Forthright Capital Advisory with 21 years of industry experience. He holds a Series 65 credential and has worked at Pruneyard Financial Group, Inc. for over two decades, along with roles at Beacon Pointe Advisors and Insurance Services. In addition to his advisory work, he maintains an active role as an insurance agent. 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 with index mutual funds and ETFs, using Modern Portfolio Theory combined with various analytical methods and outside managers when appropriate.
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
Morgan Hill, CA
California
Forthright Capital Advisory
2026 - Present (1 year)
Beacon Pointe Insurance Services
2025 - 2025 (1 year)
Beacon Pointe Advisors LLC
2025 - 2025 (1 year)
Insurance Agent
2012 - Present (14 years)
Pruneyard Financial Group, Inc.
2002 - 2025 (23 years)
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Is active or affiliated with:
Insurance agent
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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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Lawyer
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Real estate agent
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CFP®, Series 66
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EquityFTW
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