Fee-only adviser · Akron, OH
Forward Thinking Wealth Management
Forward Thinking Wealth Management is a fee-only investment adviser registered with the securities regulator of Ohio, with a mailing address in Akron, Ohio (its office is a private residence, so the street address is not published). On its latest Form ADV, filed October 26, 2026, it reports $46M in regulatory assets under management, 37 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 282297 |
| Office | Akron, OH (mailing address; office not published) |
| Phone | (330) 832-6205 |
| Website | forwardthinkingwm.com |
| Regulatory assets under management | $46M |
| Individual clients | 10 non-high-net-worth, 27 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Akron
- Kohmann Bosshard Financial Services, LLC. $1.1B
- Paradigm Investment Advisory LLC Not reported
- Bullington Capital Management, LLC $87M
- Summit Wealth Management LLC $120M
- Oak Associates Ltd $1.8B
- Oelschlager Investments $93M
See all 8 fee-only advisers in Akron →
Nearby
- Fairlawn 2 firms
- Copley 1 firm
- Richfield 1 firm
- Cuyahoga Falls 1 firm
- Wadsworth 1 firm
- Stow 1 firm
- Broadview Heights 3 firms
- Hudson 4 firms
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