SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Forefront
Austin, TX
Forefront Wealth Partners, LLC, CRD 308521
Firm filing updated May 1, 2026 ·
- $239.8MAssets
- 7Advisory staff
- 1,382Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals468
- High net worth individuals104
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 468 | $98.7 million |
| High net worth individuals | 104 | $140.9 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $155,210 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$239.8 million
- Accounts1,382
- DiscretionaryAll accounts
People
- Employees15
- Advisory staff7
- Broker-dealer reps7
- Licensed insurance agents6
- Planning clients26 to 50
Advisors
21 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Forefront Wealth Partners, LLC SEC-registered investment advisor. CRD 308521, SEC file 801-130608.
- Registered with the SEC as an investment advisor (status date on record: July 5, 2024).
Is Forefront a fiduciary?
Short answer: Forefront is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 7 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
6 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.