Jared Defore is a CFP, PFS-designated registered investment advisor at Onward Fi, LLC, based in Plainfield, IN, with 11 years of industry experience. Jared 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, Insurance Planning, and 3 more. Their firm serves 23 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.00% |
| $150K - $550K | 1.00% |
| $550K+ | 1.00% |
Fees range from a flat $1,500 for accounts up to $150,000, 1.00% for accounts between $150,001 and $550,000, and a flat $5,500 for accounts above $550,001. Minimum annual fee is $1,500 and maximum is $5,500.
Fee Estimator
Location
Plainfield, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Onward Fi, LLC
Previous Registrations
Market Street Wealth Management Advisors, LLC
State Registrations1 state
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.
Exams
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