Forefront Wealth Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Forefront Wealth Partners reports 572 clients. They include 468 individual clients and 104 high-net-worth individuals. Of its assets, 100.0% ($240M across 1,382 accounts) are managed with discretion. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 41% |
| High-net-worth individuals | 18% | 59% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 468 | $98.7M | 41.2% | $211K |
| High-net-worth individuals | 104 | $141M | 58.8% | $1.36M |
| Corporations and other businesses | Fewer than 5 | $155K | 0.1% | — |
| Total | 572 | $240M | 100% | — |
- Clients
- 468
- Regulatory AUM
- $98.7M
- AUM share
- 41.2%
- Avg. per client
- $211K
- Clients
- 104
- Regulatory AUM
- $141M
- AUM share
- 58.8%
- Avg. per client
- $1.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $155K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 572
- Regulatory AUM
- $240M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Forefront Wealth Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate planning coordination
- A fixed fee of $300 to $10,000 covers coordination with EncorEstate Plans and is negotiable; 100% is due upfront or 50% upfront and 50% on delivery.
- Financial planning
- Hourly financial planning is $150 to $1,000 an hour; fixed fees run from $2,500 to $100,000. Fees may be paid upfront, monthly, or quarterly.
Eric Negron owns 75% or more of Forefront Wealth Partners. The leadership team of Forefront Wealth Partners includes Chief Compliance Officer James Cullen. It has 15 employees, 7 of them in advisory roles.
Leadership
- James CullenChief Compliance Officer
Eric NegronManaging Member
Investment adviser representatives
29 representatives listed in the SEC register as of 9 October 2026.
Staff
- 15 employees
- 7 in advisory functions
- 7 state-registered reps
- 7 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of Forefront Wealth Partners, LLC
Eric Negron
Control person · since May 2021
Forefront Wealth Partners’ regulatory assets grew 2.0× from $118M (July 2024) to $240M (September 2026); clients rose from 256 to 572 and employees were 15 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $240M | 572 | 15 | 6 |
| March 2025 | $240M | 572 | 15 | 5 |
| July 2024 | $118M | 256 | 15 | 4 |
Besides its headquarters, Forefront Wealth Partners has 5 offices (4 private residences, listed without an address), with 2 listed addresses in California and Texas.
California · 1 listed address
- 1828 State Street, Santa Barbara
Texas · 1 listed address
- 7500 Rialto BLVD, BLDG 1, Suite 250, AustinHQ
Other business names
Forefront Wealth Partners has reported 18 other business names to the SEC.
- Baystate Wealth Advisors
- Best Wealth Advisory
- Chalk Money
- Coast Financial
- Creator Money
- Equity Comp Advisors
- Forefront Advisor Network
- Four Leaf Financial Planning
- Glenrock Wealth Advisors
- Leone and Company Wealth Management
- Mindful Financial Partners
- Mountain High Wealth Management
Show all 18 names
- Pace Financial Services
- Point2 Capital Partners
- Principatus Wealth
- Summit Advisors
- Tandem Wealth Management
- The 401(k) Advisor
Contact and registration details
- Legal name
- Forefront Wealth Partners, LLC
- Headquarters
- 7500 Rialto BLVD, BLDG 1, Suite 250, Austin, TX 78735
- Website
- forefrontwealthpartners.com
- Phone
- 512-617-1984
- @forefront-wealth-partners
- SEC file
- 801-130608
- Structure
- Texas LLC
- Fiscal year end
- December
Forefront Wealth Partners uses Charles Schwab ($240M) as custodian for its separately managed accounts. Forefront Wealth Partners has custody of $27.9M in client assets for 115 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $240M100%
At year end, Forefront Wealth Partners’ separately managed accounts were mostly in funds (51%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $323M across 177 positions; the largest are SPDR Series Trust (11.2%), iShares TR (8.9%) and Schwab Strategic TR (3.4%).
What the accounts hold
- Stocks22%
- Funds51%
- Cash11%
- Other16%
- Structured products nontraded real estate reits16%
Reported 13F holdings
- $323M
- Reported 13F value
- 177
- Positions
- 37.3%
- In the 10 largest
- +35.1%
- Value vs. prior quarter
- SPDR Series Trust · State Street Spd11.2%
- iShares TR · Core US Aggbd ET8.9%
- Schwab Strategic TR · Fundamental Intl3.4%
- iShares TR · Core S&P500 ETF3.0%
- Legg Mason ETF Invt · Franklin Intl LW2.8%
- Nvidia Corporation1.8%
- SPDR Index Shs Fds · State Street Spd1.7%
- Schwab Strategic TR · US Lcap GR ETF1.6%
- Dimensional ETF Trust · Intl Core EQT MK1.5%
- Amazon Com Inc.1.4%
Together, the ten largest are 37.3% of reported value.
How many clients does Forefront Wealth Partners have?
Forefront Wealth Partners has 572 clients and manages $240 million for them, as of September 2026. They include 468 individual clients and 104 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Forefront Wealth Partners offer?
Forefront Wealth Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Forefront Wealth Partners use?
Forefront Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $240M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Forefront Wealth Partners have?
Forefront Wealth Partners has 7 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Forefront Wealth Partners invest in?
At the end of its last fiscal year, Forefront Wealth Partners’ separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 16% other and 11% cash and equivalents. The 16% other category is described as: Structured Products Nontraded Real Estate Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Forefront Wealth Partners?
Forefront Wealth Partners’ direct owner is Eric Negron (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Forefront Wealth Partners get paid?
Forefront Wealth Partners is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Forefront Wealth Partners?
Forefront Wealth Partners’ main office is at 7500 Rialto BLVD, BLDG 1, Suite 250, Austin, TX 78735. Its phone number is 512-617-1984. Its website is forefrontwealthpartners.com.