Advisor at Forthright Capital
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Timothy Bennett is a financial advisor at Forthright Capital Advisory in Chicago, IL, holding a Series 65 license with one year of industry experience. His prior work includes roles in education and music education services before transitioning to financial services. He is also active as an independent insurance agent, providing pension reviews and retirement planning. 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 mutual funds and ETFs, applying Modern Portfolio Theory alongside other 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
Chicago, IL
Illinois
Forthright Capital Advisory
2025 - Present (1 year)
Forthright Capital Partners
2024 - Present (2 years)
Chicago Public Schools
2023 - 2024 (1 year)
Chicago Charter School
2022 - 2023 (1 year)
Homewood SD 153
2021 - 2022 (1 year)
Music Education Services
2013 - 2021 (8 years)
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Insurance agent
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