CRD: 329055
Straight Forward Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-19-2024
- Office Locations
- 1
Office Locations
About Straight Forward Wealth Management, LLC
Straight Forward Wealth Management, LLC is a New Hampshire-based advisory firm providing comprehensive financial planning, wealth management, small business owner guidance, and holistic financial wellness. The firm emphasizes “needs-based” investing—aligning portfolios to clients’ short- and long-term needs and preferences, including companies and products clients use. It is a Dave Ramsey SmartVestor Pro advisor; securities are offered through LPL Financial.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD SAMUEL HILOW
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5294442
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Rebecca Jane Jones Fields
Financial Advisor, General Partner
- CRD
- #7677956
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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