Forward Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forward Financial Advisors serves individuals and high‑net‑worth individuals with ongoing portfolio management and financial planning services. The firm prepares an Investment Policy Statement for each client and provides monthly reporting through custodial statements.
The firm’s investment approach combines fundamental analysis and modern portfolio theory and generally favors long‑term trading strategies while acknowledging active trading risks in certain exchange‑traded products. FFAL requires use of a specific custodian and documents client risk tolerance and review triggers, with portfolio reviews conducted at least monthly by the firm’s principal.
Distinctive features include a material insurance business: the firm operates a DBA insurance agency and places annuities and other insurance products through a broker‑dealer, creating potential commission conflicts that the brochure discloses and addresses. The brochure also discusses market‑timing and regular trading risks for ETFs, and notes the firm’s principal devotes a substantive monthly time commitment to the insurance activities, which may affect how insurance and advisory services are offered.
Client services
Expertise
Fee options
1.00% annually
Negotiated hourly fee between $150 and $250
Main office
North Bay Village FL
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Forward Financial Advisors, LLC · Forward Financial, LLC
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.
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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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
Forms ADV
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