Forsythia Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$527,419
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Forsythia Financial provides customized investment management, financial planning, and consulting services to individuals, high–net-worth clients, families, trusts, estates, and small businesses, and advises on a range of instruments including equities, fixed income, mutual funds, ETFs, options, limited partnership interests, and real estate/business investments. The firm also offers standalone planning and consulting engagements and periodically conducts educational workshops for clients and their guests.
The firm generally manages client assets on a discretionary basis using a proprietary methodology that emphasizes timing, detailed company research, and asset-allocation modeling informed by macroeconomic factors; account reviews are performed in response to deposits or withdrawals, portfolio changes, rebalancing events, and client-specified triggers, with regular reports provided. Forsythia uses an institutional custodial platform, may aggregate trades when appropriate, and combines asset-based advisory services with hourly or one-time flat-fee planning and consulting options.
What is distinctive about Forsythia is that its managing director maintains an active securities and estate-planning law practice and an academic teaching role, and will transition his law practice to sole ownership effective May 1, 2026; the brochure discloses policies intended to manage any potential conflicts arising from those activities. The firm’s service mix—offering discretionary portfolio management alongside hourly consulting, one-time planning engagements, occasional workshops, and the ability to invest in private real estate and business interests—is atypical for small investment managers and is operated by a single adviser managing roughly $527,000 in discretionary assets.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Equity compensation tax strategy
General estate planning guidance
Business ownership considerations
Cash flow / budgeting
Occupation focus
Attorney
Founder/Business Owner
Fee options
Flat fees for financial planning services as agreed in advance
$0 - $1,000,000: 1.75% $1,000,000 - $3,000,000: 1.25% $3,000,000+: 0.75%
$350 per planner-hour for consulting and financial planning services
Minimum fee: Minimum fee applies but specific amount not stated Fee-only: Hourly consulting fee at $350 per planner-hour; flat fees also offered for financial planning as agreed in advance
Main office location
Forsythia Financial
7457 Franklin Road, Suite 200
Bloomfield Hills MI 48301, United States
Number of offices
1
Most active in
Forsythia Financial has reported serving >5 clients in these states in the last 12 months.
Michigan
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
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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.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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