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 2 more. Their firm serves 24 clients with $8.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Onward Fi offers combined investment management and financial planning for a single fee. The annual advisory fee is based on the value of your investments:
- $0 - $150,000: $1,500
- $150,001 - $550,000: 1.00%
- $550,001 and Above: $5,500
The fees are negotiable and charged quarterly. The minimum annual fee is $1,500 ($375 per quarter), and the maximum annual fee is $5,500 ($1,375 per quarter).
Location
Plainfield, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Onward Fi, LLC
Previous Registrations
Market Street Wealth Management Advisors, LLC
State Registrations1 state
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