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Forthright Finances LLC

Forthright Finances LLC. CRD 300569

Forthright Finances LLC logo

CRD: 300569

Forthright Finances LLC

Tucson, AZ, 85719
4242584460
forthrightfinances.com
$28.6M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · TD Ameritrade
Clients
Retail
Platforms
CapitalCatalyst +more
Established Date
03-27-2019
Office Locations
1

Office Locations

1718 E Speedway Blvd #4125 Tucson AZ

About Forthright Finances LLC

Forthright Finances is a fee-only, independent financial planning firm led by CFP Scott Newhouse, focused on clients near and in retirement. The practice emphasizes retirement income planning, proactive lifetime tax strategy, and estate planning delivered with a national estate-planning partner. Portfolios are primarily ETF-based. Transparent flat-fee pricing (starting at $6,000/yr for retirees) and a strong education presence via podcast, blog, YouTube, and books.

Team overview

-- AVG AGE
$28.6M AVG AUM / ADVISOR
$530.5K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Atlas Focus vertex

Client Personas

Vertex value

Custodian

Vertex Legacy Legacy Foundation Focus Frontier Frontier Glacier summit

Fund Managers

Ember eagle

Investment Themes

Radial Atlas Oak insight

Investment Vehicles

Quantum

Services

Peak pathway Optima harbor Meridian matrix Prime frontier Glacier vector Vital frontier Catalyst legacy Summit value

Technology

Focus Harbor Optima Glacier Glacier zenith Eagle Harbor Unison vital Wave value

Owner & Executives

S

Scott Newhouse

Chief Compliance Officer

CRD
#6443922
Ownership
75% or more
(928) 927-5062
wave.bridge@embercapital.com
in linkedin.com/in/catalyst-alpha

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $27,996,712 --
Non-Discretionary $650,000 --
Total $28,646,712 --

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Separately Managed Accounts

Total SMA Asset: $28,646,712

$28.6M Total SMA
Equity - Exchange:
44.7%
Cash:
55.3%
Asset class Assets Assets %
Equity - Exchange $1,808,606,417 44.7%
Cash $2,237,492,949 55.3%
Total $4,046,099,366 100.0%

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