Forthright Partnerstm logo

Forthright Partnerstm

Updated today

Client assets under management

$1,360,000

Clients

0

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

About

Forthright Partners serves corporate plan sponsors and their employees by combining retirement‑plan consulting and employer‑sponsored financial education with investment advisory and financial planning for individual and high‑net‑worth accounts. The firm’s services include retirement plan design and monitoring, participant education and workshops, non‑discretionary managed accounts, and limited financial planning engagements.

FP generally manages client assets on a non‑discretionary basis and tailors recommendations to clients’ stated risk tolerances, using asset‑allocation and both long‑ and short‑term investment approaches described in its brochure. For company‑sponsored retirement plans the firm may accept implementation authority to install platforms and modify plan lineups, while participant education is delivered as a non‑sales, informational service separate from product marketing.

Several features in the brochure distinguish Forthright Partners from many peers: it offers employer‑paid, subscription‑style access to financial education for participants, conducts public and client workshops and provides limited hourly consulting in addition to AUM services. The firm also discloses an affiliation with a licensed insurance agent who may offer commissionable insurance products in a separate capacity and describes processes to manage that potential conflict.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Phone-based counseling sessions

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Employer Sponsored Financial Education: $0 - $5 per employee per month (PEPM) with minimum fixed fee $80; Educational Workshops: $0 - $5,000 per workshop

Percentage

Under $1,000,000 - $999,999: 1.50% annually $1,000,001+: 1.00% annually

Project-based

$200 per hour, may be negotiable

Subscriptions

Employer Sponsored Financial Education: Fixed fee $0 - $5 per employee per month (PEPM), minimum fixed fee $80, fee negotiable and minimums may be waived

Main office location

Forthright Partnerstm

Las Vegas NV, United States

Number of offices

1

Most active in

Nevada · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eron K

Series 65

Reno, NV

Forthright Partnerstm

Eron Kennedy is a financial advisor with Forthright Partners, holding a Series 65 license and three years of industry experience. He has worked at Trident Capital Advisors, LPL Financial, and Nevada State Bank. Outside of investment advising, he serves as a trust officer at Premier Trust, where he discusses trust services with clients, advisors, and attorneys. Forthright Partners serves corporate plan sponsors and their employees by combining retirement-plan consulting and employer-sponsored financial education with investment advisory and financial planning for individual and high-net-worth accounts. The firm generally manages client assets on a non-discretionary basis and offers employer-paid financial education, public workshops, and limited hourly consulting in addition to asset management services.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Retired
user avatar

Devan W

CFP®, Series 63, Series 66

Las Vegas, NV

Forthright Partnerstm

Devan Wyson is a CFP® with 17 years of experience in the financial services industry. He is currently a principal at Forthright Partners in Las Vegas, NV, where he has worked since 2021. Prior to that, he held roles at Zions Bancorporation, LPL Financial, One Nevada Credit Union, and Cuso Financial Services. Wyson also provides consulting services to individuals on a non-compensated basis. Forthright Partners serves corporate plan sponsors and their employees by combining retirement-plan consulting and employer-sponsored financial education with investment advisory and financial planning for individual and high-net-worth clients. The firm offers non-discretionary asset management tailored to client risk tolerances and provides subscription-style financial education and workshops alongside limited hourly consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Retired
user avatar

Marc S

Series 63, Series 65

Las Vegas, NV

Forthright Partnerstm

Marc Sultan is a financial advisor with Forthright Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at OneNevada Credit Union and CUSO Financial Services, LP for nine years before retiring briefly in 2024. Forthright Partners serves corporate plan sponsors and their employees by combining retirement-plan consulting and employer-sponsored financial education with investment advisory and financial planning for individual and high-net-worth accounts. The firm generally manages assets on a non-discretionary basis and offers services including retirement plan design, participant education, and limited financial planning engagements.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Retired
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