Forward Thinking Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,638,003
Total clients
37
73% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$1,233,460
About
Forward Thinking Wealth Management provides individualized investment management and financial planning primarily for individual and high-net-worth clients, overseeing roughly $45.6 million in discretionary assets for a relatively small client base. The firm offers portfolio management, comprehensive financial planning, and referrals to third‑party money managers.
The firm’s investment approach emphasizes fundamental analysis and tailored asset-allocation strategies, with discretionary supervision guided by client objectives, time horizons, and tax considerations. FTWM also evaluates, selects and monitors outside managers (including use of platforms such as SEI and Brookstone) and offers ongoing, plan-focused services that provide continuous access and periodic reviews.
Notably, FTWM uses a fixed annual advisory fee model rather than the more common percentage‑of‑AUM fee structure, a pricing approach that is atypical among independent advisers. The brochure also discloses that the firm may share in other advisers’ asset-management fees when referring clients to outside managers, a potential conflict of interest it identifies and describes.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Comprehensive Financial Planning available as monthly retainer included in Investment Management fee or as stand-alone annual fee from $10,000 to $30,000, billed monthly in arrears
Minimum fee: Annual fixed fee ranging from $10,000 to $30,000, negotiable
Main office location
Forward Thinking Wealth Management
Copley OH, United States
Number of offices
1
Most active in
Forward Thinking Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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