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
Spokane Valley, WA
Credentials
ChFC®, Series 63
Industry experience
6 years
Terry Szilasi is a financial advisor at Forthright Capital Advisory with six years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Szilasi is also involved with Forthright Capital Partners, an affiliated insurance agency offering life insurance and fixed annuity products. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations, providing 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 along with fundamental and technical analyses.
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
Spokane Valley, WA
Washington
Forthright Capital Partners
2023 - Present (3 years)
Forthright Capital Advisory
2023 - Present (3 years)
Symmetry Financial
2023 - 2023 (1 year)
NYLIFE Securities LLC
2019 - 2023 (4 years)
New York Life Insurance Company
2019 - 2023 (4 years)
Unemployed
2019 - 2019 (1 year)
Copiers Northwest
2018 - 2019 (1 year)
Freedom RV
2018 - 2018 (1 year)
Blue Dog RV
2017 - 2018 (1 year)
Unemployed
2016 - 2017 (1 year)
Kelley Imaging
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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