Claire Stumbras
Claire Stumbras is a registered investment advisor at Forethought Planning LLC, based in Minneapolis, MN, with 2 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Forethought Planning offers ongoing financial planning services with different tiers:
- Foundational — $2,400 for the first year, then $199 per month. Includes goal planning, cashflow guidance, investment analysis, and more.
- Advanced — $3,600 for the first year, then $299 per month. Includes Foundational services plus two complex planning topics.
- Premier — $4,400 for the first year, then $359 per month. Includes Foundational services plus four complex planning topics.
- Elite — $5,400 for the first year, then $449 per month. Includes Foundational services plus unlimited complex planning topics.
Advanced, Premier, and Elite tiers also include behavioral financial planning and coordination with your tax and legal professionals. Ongoing clients meet 2-4 times per year depending on the tier.
Forethought Planning offers one-time financial plans for a fixed fee ranging from $2,400 to $15,000, depending on the complexity and your specific needs. These plans cover topics like financial goals, net worth, cash flow, retirement, risk management, taxes, and estate planning.
Location
1101 Stinson Blvd Ste 110, Minneapolis, MN, 55418
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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 →Other Business ActivitiesSells Insurance
Claire operates Forethought Planning and Forethought Wealth Management as DBAs for her LPL business, dedicating full-time hours to these investment-related activities. She also works for The Aliveness Project and sells non-variable insurance, dedicating a few hours per week to each.
Employment History
Current Registrations
Forethought Planning LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 states
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