Forum Private Client Group
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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
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: Negotiable
Advisory professionals may receive insurance commissions for sale of insurance products
Hourly fee ranging from $250 to $700 depending on professional experience; minimum engagement of $1,000 for limited engagements
Ongoing financial planning services charged an annual fee negotiated with client; $1,000 onboarding fee payable upon agreement execution
Account minimum: $1,000 Minimum fee: Minimum annual fee of $1,000; minimum portfolio value of $80,000 suggested for comparable services
Main office
11313 Usa Parkway
Fishers IN 46037-0000
Advisors at this office
7
Most active in
Florida · Indiana · Michigan · Texas
Also doing business as
Forum Private Client Group · Forum Private Client Group LLC · Forum Solutions Group, LLC · Safislife Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Derek S
CFP®, Series 65
Fishers, IN
Forum Private Client Group
Derek Sanders is a CFP® and Series 65-registered advisor at Forum Private Client Group with three years of industry experience. Prior to joining Forum in 2023, he worked for Extend Healthcare from 2016 to 2023. Outside of his advisory role, he is involved in managing 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 financial planning with portfolio construction across various investment vehicles, employing quantitative and technical analysis while regularly reviewing fund and sub-adviser performance.
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.
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.
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.
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.
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.
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.
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