Molly Shrauner
Molly Shrauner is a CFP-designated registered investment advisor at Forward Financial Advisors, LLC, based in North Bay Village, FL, with 26 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 40 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
North Bay Village, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2019Other Business ActivitiesSells Insurance
Molly is a sales agent for individual life, group life, fixed annuities, disability, and long-term care insurance, spending minimal time on this. She is also the owner and licensed agent of Forward Financial Advisors, LLC DBA Forward Insurance Agency, LLC, advising clients on annuities, insurance, and tailored solutions, which takes about half of her time.
Employment History
Current Registrations
Forward Financial Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.