Forthright Partnerstm logo

Forthright Partnerstm

Updated today

Client AUM

$1,360,000

Clients

0

Advisors

3

across 2 offices

About

Forthright Partners provides investment advisory services and employer‑sponsored financial education to individuals and corporate clients, including company‑sponsored retirement plan consulting, virtual financial education sessions, and public or private educational workshops. Services described in the brochure include financial planning topics such as cash‑flow and debt management, college‑savings planning, estate planning, insurance reviews, tax planning strategies, and investment analysis.

The firm says it uses client‑centered, suitability‑focused approaches—collecting risk‑tolerance questionnaires and using asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies—to shape recommendations and ongoing monitoring. Forthright Partners reports $0 in discretionary assets and $1,360,000 in non‑discretionary assets under management as of January 12, 2026, and provides retirement plan services that can include discretionary implementation when acting as a designated investment manager.

Noteworthy features include a subscription‑style employer program with fees described on a per‑employee‑per‑month basis (PEPM) and a structured workshop offering that the brochure characterizes as educational only and available on a fee or pro‑bono basis. The brochure also discloses that the firm’s principal is a licensed insurance agent who may recommend commissionable insurance products (reported as consuming under 3% of his time), a relationship the firm identifies and addresses as a potential conflict of interest.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Phone-based counseling sessions

Expertise

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Employer Sponsored Financial Education sessions: $0 - $5 per employee per month (PEPM) with a minimum fixed fee of $80, negotiable; Educational Workshops: $0 to $5,000 per workshop

Percentage

Under $1,000,000 - $999,999: 1.50% $1,000,001+: 1.00%

Project-based

$200 per hour, negotiable depending on complexity and client needs

Subscriptions

Employer Sponsored Financial Education sessions charged on a fixed fee basis, negotiated before work begins; fees range $0 to $5 PEPM

Main office

See office

Las Vegas NV

Advisors at this office

2

Most active in

Nevada · Texas

Also doing business as

Devan Wyson Dba: Forthright Partners · Devan Wyson Dba: Forthright Partnerstm · Forthright Partnerstm · Ironforge LLC Dba Forthright Partners

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eron K

Series 65

Reno, NV

Forthright Partnerstm

Eron Kennedy is a financial advisor at Forthright Partners with a Series 65 credential and four years of industry experience. He previously worked at Trident Capital Advisors, LPL Financial LLC, and Nevada State Bank. Outside of his advisory role, he serves as a trust officer at Premier Trust, discussing trust services with clients, advisors, and attorneys. Forthright Partners provides investment advisory services and employer-sponsored financial education to individuals and corporate clients, offering retirement plan consulting, virtual financial education sessions, and workshops. The firm employs client-centered, suitability-focused strategies incorporating risk assessments, asset allocation, and various investment techniques.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner
user avatar

Devan W

CFP®, Series 63, Series 66

Las Vegas, NV

Forthright Partnerstm

Devan Wyson is a CFP® professional with 18 years of experience currently associated with Forthright Partners in Las Vegas, NV. His prior roles include positions at Zions Bancorporation, LPL Financial, CUSO Financial Services, Commonwealth Financial Network, and MSI Financial Services. He also provides non-compensated consulting services to individuals. Forthright Partners offers investment advisory services and employer-sponsored financial education to individuals and corporate clients. The firm uses client-centered, suitability-focused approaches including risk-tolerance assessments and a mix of asset allocation and technical analysis to guide financial planning and retirement consulting.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner
user avatar

Marc S

Series 63, Series 65

Las Vegas, NV

Forthright Partnerstm

Marc Sultan is a financial advisor at Forthright Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneNevada Credit Union, Cuso Financial Services, MSI Financial Services, Merrill, Fisher Investments, and Nuveen Fund Advisors. Forthright Partners provides investment advisory services and employer-sponsored financial education to individuals and corporate clients. The firm emphasizes client-centered, suitability-focused approaches and offers a range of financial planning and retirement plan consulting services through both virtual and in-person educational formats.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner
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