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The fee is billed in advance and has a $2,500 annual minimum.","source":"FRWM FORM ADV 2A (\"DISCLOSURE BROCHURE\") AND FORM ADV2B (\"BROCHURE SUPPLEMENTS\"), filed 13 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Forthright Wealth Management use?","answer":"Forthright Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $767M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Forthright Wealth Management have?","answer":"Forthright Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Forthright Wealth Management invest in?","answer":"At the end of its last fiscal year, Forthright Wealth Management’s separately managed accounts held 56% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 6% cash and equivalents and 2% other. The 2% other category is described as: Municipal Bonds, Annuities, Preferred Securities, Reits, Options, Closed End Funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Forthright Wealth Management?","answer":"Forthright Wealth Management is owned through holding companies by Anthony Austreng, Brian Johnston, Jeff Wills and John Ellis. Its direct owners are TJ Austreng, LLC, BP Johnston, LLC, JR Wills, LLC and JJ Ellis, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Forthright Wealth Management get paid?","answer":"Forthright Wealth Management is paid through a percentage of assets under management. 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