Forum Private Client Group

Updated today

Find your advisor

Client assets under management

$401,872,701

Clients

635

18% high-net-worth

Advisors

of 11 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

High

Average account size

$632,870

About

FORUM Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high‑net‑worth clients, and trusts. Services include comprehensive financial plans and discretionary or non‑discretionary management of individual accounts, retirement rollovers, employer‑sponsored plans, variable life/annuity products, and 529 plans.

The firm integrates customized planning with portfolio construction across mutual funds, ETFs, individual securities and, where appropriate, third‑party sub‑advisers and model managers; FORUM uses quantitative and technical analysis and reviews fund and sub‑adviser performance on a regular basis. When sub‑adviser platforms are used, clients may incur additional model manager or platform fees in addition to FORUM’s asset‑based advisory fee.

FORUM is majority‑owned by FORUM Credit Union and discloses that it may recommend its credit union and that certain supervised persons are licensed insurance agents—some of whom may receive commission‑based compensation for insurance products—creating a disclosed conflict of interest. The firm also participates in educational events and seminars and may receive travel or marketing expense reimbursements from product sponsors and institutional custodians (notably Fidelity), a set of arrangements and compensation sources the brochure identifies as factors that can influence product and custody recommendations.

Client services

Financial planning Portfolio management Educational seminars or workshops Podcast

Expertise

Retirement income strategy Social Security optimization

Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: Negotiable

Commissions

Advisory professionals may receive insurance commissions for sale of insurance products

Project-based

Hourly fee ranging from $250 to $700 depending on professional experience; minimum engagement of $1,000 for limited engagements

Subscriptions

Ongoing financial planning services charged an annual fee negotiated with client; $1,000 onboarding fee payable upon agreement execution

Other

Account minimum: $1,000 Minimum fee: Minimum annual fee of $1,000; minimum portfolio value of $80,000 suggested for comparable services

Main office location

Forum Private Client Group

11313 Usa Parkway

Fishers IN 46037-0000, United States

Number of offices

Most active in

Florida · Indiana · Michigan · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 317-558-6322

Advisors at this firm

Derek S

CFP®, Series 65

Fishers, IN

Forum Private Client Group

Derek Sanders is a financial advisor at Forum Private Client Group with two years of industry experience. He holds a Series 65 designation and has prior work experience at Extend Healthcare and Automatic Pool Covers, Inc. Outside of his advisory role, he manages various rental properties. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized planning with portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers, employing quantitative and technical analysis in its approach.

Retirement income strategy Social Security optimization

Tammy M

Series 65

Fishers, IN

Forum Private Client Group

Tammy Marrs is a Series 65 licensed advisor with 13 years of industry experience, currently with Forum Private Client Group since 2012. She holds a life and accident health insurance license and serves as President of the Board of Directors for Emergency Family Homeless Shelter. Forum Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, utilizing customized planning combined with quantitative and technical analysis across various investment vehicles.

Retirement income strategy Social Security optimization

Andrew S

Series 65

Fishers, IN

Forum Private Client Group

Andrew Snow is a financial advisor at Forum Private Client Group with one year of industry experience. He holds a Series 65 designation and previously worked at FORUM Solutions Group, LLC, dba SafisLife Advisors, and Forum Credit Union. Prior to his financial career, he held positions at Hawthorns Country Club and Indianapolis Motor Speedway. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning integrated with portfolio construction utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers, employing quantitative and technical analysis to manage client assets.

Retirement income strategy Social Security optimization

Benjamen B

CFP®, Series 63, Series 65

Fishers, IN

Forum Private Client Group

Benjamen Banks is a CFP® professional with 18 years of industry experience, currently serving at Forum Private Client Group since 2007. He also has a longstanding affiliation with Forum Credit Union. Banks is a board member of the Financial Planning Association of Greater Indiana, a nonprofit organization for financial advisors. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers.

Retirement income strategy Social Security optimization

Charles G

CFP®, Series 65

Fishers, IN

Forum Private Client Group

Charles Grigsby is a CFP® with five years of industry experience, currently serving at Forum Private Client Group since 2020. Prior to that, he worked for seven years at Forum Credit Union and is a member of its 401(k) Investment Committee. He holds life and health insurance licenses in Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning and portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers, regularly reviewing performance to support client investment decisions.

Retirement income strategy Social Security optimization

Shaun I

CFP®, Series 63, Series 65

Fishers, IN

Forum Private Client Group

Shaun Irwin is a CFP® professional with 20 years of experience in the financial industry. He has worked at Forum Private Client Group since 2018 and previously was with JP Morgan Private Bank for three years. He serves as Secretary and Finance Committee member for the Fishers Youth Initiative and is Secretary on the Board of the Financial Planning Association of Greater Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, combining customized financial planning with portfolio construction across a range of investment vehicles and third-party managers.

Retirement income strategy Social Security optimization

Jonathan W

Series 65

Fishers, IN

Forum Private Client Group

Jonathan Wendall is a financial advisor with FORUM Private Client Group holding a Series 65 designation and one year of industry experience. His prior work includes roles at FORUM Solutions Group, Forum Credit Union, Walgreens, Indiana Mentor, Lafayette Family YMCA, and Tippecanoe School Corporation. FORUM Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with diverse portfolio construction strategies, employing mutual funds, ETFs, individual securities, and third-party sub-advisers.

Retirement income strategy Social Security optimization

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support