# Onward Financial Advising LLC

> Onward Financial Advising LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 329602
- Filed as: ONWARD FINANCIAL ADVISING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329602
- AdvisorCensus page: https://advisorcensus.com/firm/onward-financial-advising-llc-329602

## Quick answers

**How is Onward Financial Advising LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Onward Financial Advising LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Onward Financial Advising LLC registered with the SEC or a state?**
Onward Financial Advising LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329602.

**How much does Onward Financial Advising LLC manage?**
Onward Financial Advising LLC reports $6,570 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**Does Onward Financial Advising LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329602

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,570
- Discretionary: $6,570
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $6,570 |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- onwardfinancialadvising.com
- LinkedIn @onward-financial-advising
- LinkedIn @brian-blakeman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onward Financial Advising LLC (CRD 329602): Form ADV filing data as of October 2026.