# Annie McQuilken

> Annie McQuilken is a fee-only financial advisor at Forever Financial Advisors, LLC in Worcester, Massachusetts, who holds the CFP, CFT-I and MS credentials. Annie focuses on divorce financial planning, family wealth transfer and sustainable & impact investing. Forever Financial Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/annie-mcquilken/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Forever Financial Advisors, LLC
- **Based in:** Worcester, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $72.2M across 268 accounts
- **Credentials:** CFP, CFT-I, MS
- **Specialties:** Divorce financial planning, Family wealth transfer, Sustainable & impact investing, Small business owners
- **Works with:** Executives
- **CRD:** 4920902 (https://adviserinfo.sec.gov/individual/summary/4920902)
- **SEC registration:** Investment adviser representative in MA, NH, NY, TX
- **Exams passed:** Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://foreverfinancial.com

## Frequently asked questions

### Is Annie McQuilken a fee-only financial advisor?

Yes. Annie McQuilken is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Annie's firm.

### How does Annie charge for financial advice?

Annie's firm, Forever Financial Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Annie McQuilken based?

Annie McQuilken is based in Worcester, Massachusetts.

### What does Annie specialize in?

Annie's specialties include divorce financial planning, family wealth transfer, sustainable & impact investing and small business owners. Annie works with executives.

### What credentials does Annie McQuilken hold?

Annie McQuilken holds the CFP, CFT-I and MS credentials.

### Is Annie McQuilken registered with the SEC?

Yes. Annie McQuilken is registered as an investment adviser representative in MA, NH, NY and TX (CRD 4920902), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Forever Financial Advisors, LLC manage?

Forever Financial Advisors, LLC reports $72.2M across 268 accounts in assets under management.

### How do I contact Annie McQuilken?

Through Annie's website, foreverfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3319): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.foreverfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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