# Alexandra Forest

> Alexandra Forest is a fee-only financial advisor at 44 North Capital in Palm Beach Gardens, Florida, who holds the CFP credential. Alexandra charges a percentage of assets (typically works with clients with $1,000,000 or more) and focuses on small business owners, founders (pre-exit) and estate & legacy planning.

Page: https://find.wellspent.co/advisors/alexandra-forest/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 44 North Capital
- **Based in:** Palm Beach Gardens, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $125.1M across 438 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Founders (pre-exit), Estate & legacy planning, Family wealth transfer
- **Works with:** Founders
- **CRD:** 6268230 (https://adviserinfo.sec.gov/individual/summary/6268230)
- **SEC registration:** Investment adviser representative in FL, VT
- **Exams passed:** Series 66 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://44ncap.com

## Frequently asked questions

### Is Alexandra Forest a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and 44 North Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexandra charge for financial advice?

Alexandra charges a percentage of assets.

### How much does Alexandra charge?

According to 44 North Capital's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Alexandra Forest based?

Alexandra Forest is based in Palm Beach Gardens, Florida.

### What does Alexandra specialize in?

Alexandra's specialties include small business owners, founders (pre-exit), estate & legacy planning and family wealth transfer. Alexandra works with founders.

### What credentials does Alexandra Forest hold?

Alexandra Forest holds the CFP credential.

### Is Alexandra Forest registered with the SEC?

Yes. Alexandra Forest is registered as an investment adviser representative in FL and VT (CRD 6268230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 44 North Capital manage?

44 North Capital reports $125.1M across 438 accounts in assets under management.

### How do I contact Alexandra Forest?

Through Alexandra's website, 44ncap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6268230): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://44ncap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.