Onward Fi, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing, one-on-one financial planning and investment management to individual clients, combining portfolio oversight with written comprehensive plans that address net worth, cash flow, insurance, retirement, college planning, and estate considerations. Engagements are structured as continuing advisory relationships in which the firm collects suitability and planning data to tailor recommendations and meet clients’ objectives.
The investment approach is primarily passive and grounded in Modern Portfolio Theory, using diversified index mutual funds and ETFs to emphasize low internal costs, limited trading, and tax efficiency. The firm also supplements its core passive framework with fundamental, technical, and cyclical analysis to inform sector or security decisions and offers retirement-plan participant advice under the PTE 2020‑02 fiduciary standard while not initiating trades in employer-sponsored plan accounts.
Noteworthy features for a small advisory practice include roughly $10.8 million in discretionary assets across about two dozen clients and a principal who holds CFP®, CPA and PFS credentials with a background in tax and accounting, which informs the firm’s planning and tax-aware oversight. The firm recommends a fully digital, commission-free custodian (Altruist) for account integration, reports no outside affiliations or performance‑based fees, and discloses no disciplinary history.
Client services
Expertise
Fee options
$0 - $150,000: $1,500 (flat annual fee) $150,001 - $550,000: 1.00% $550,001+: $5,500 (flat annual fee)
Minimum fee: $1,500 per year minimum fee
Main office
Plainfield IN
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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