Forward Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,407,209
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
—
About
Forward Financial Planning works with individuals (including non‑high‑net‑worth clients) and business clients, providing financial plan establishment, ongoing financial planning, project‑based consulting, and investment management. Investment management is offered only as part of an ongoing planning engagement rather than as a stand‑alone service.
The firm generally employs a passive core approach using ETFs and mutual funds while also applying tools such as modern portfolio theory, charting, technical and fundamental analysis, and long‑term purchase strategies; accounts are typically managed on a discretionary basis. Forward Financial Planning routinely engages and reviews outside managers and model solutions as part of portfolio implementation and oversight.
Compared with many peers in the investment‑manager category, the firm is notable for accepting individual non‑HNW clients, offering project‑based hourly consulting in addition to ongoing services, and making tax‑preparation services available through supervised personnel. The firm commonly requires an initial financial plan before taking on ongoing management and relies on third‑party custodial and model‑marketplace platforms to implement client portfolios.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Occupation focus
Founder/Business Owner
Fee options
Negotiated fixed fees for project-based planning and consulting
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$300 per hour for project-based planning and consulting
Ongoing financial planning quarterly fees ranging from $450 to $1,500
Fee-only: Financial planning fees up to $4,500 per plan; ongoing financial planning fees $450 to $1,500 per quarter; project-based planning hourly fee $300 or negotiated fixed fee
Main office location
Forward Financial Planning LLC
1500 N Grant St, Ste R
Denver CO 80203, United States
Number of offices
1
Most active in
Forward Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")