# Forward Thinking Wealth Management

Forward Thinking Wealth Management is an Asset Manager based in Akron, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Akron, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** forwardthinkingwm.com
- **LinkedIn:** https://www.linkedin.com/company/flatfeeplanner

## Regulatory record

- **CRD number:** 282297
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282297

## About

Forward Thinking Wealth Management is an independent Registered Investment Advisor offering fee-only, fiduciary, flat-fee financial planning designed exclusively for high-income physicians. Services include financial planning, tax planning, investment management, career planning, and retirement planning. The firm works virtually with clients nationwide while based in Akron, OH.

## Sectors

- High-income physicians and healthcare professionals

## People

- Daniel P. Johnson — CFP®, EA — Founder and President

## Questions

### What does Forward Thinking Wealth Management actually invest in?

Its regulatory filings cite fundamental and technical analysis applied to equities, fixed income, and cash equivalents, with a long-term investment horizon. The firm does not publicly disclose specific stock, bond, or alternative-asset holdings, and it has not published a direct-investment or co-investment track record.

### Who runs investment decisions at Forward Thinking Wealth Management?

The firm's Form ADV does not publicly name a chief investment officer, investment committee members, or managing principals. No individual decision-maker is identified in the firm's public filings or website, so the governance of investment decisions is not externally verifiable.

### Does Forward Thinking Wealth Management offer access to private deals or direct co-investments?

There is no public indication that the firm originates, syndicates, or participates in direct private-company co-investments. Its disclosed services are limited to portfolio management for wrap-fee programs, financial planning, and retirement consulting — all of which are typical of a generalist RIA.

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- [FORUSALL](https://altss.com/profile/forusall)
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Last updated: 2026-08-14T12:30:00.000Z

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