Annie McQuilken
Forever Financial Advisors, LLC · Worcester, Massachusetts
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.
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Specialties
Who they serve
- Executives
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 | $72.2M across 268 accounts |
| Credentials | CFP · CFT-I · MS |
| SEC registration | Investment adviser representative in MA, NH, NY, TX · CRD 4920902 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | foreverfinancial.com |
| Profile |
How Annie's firm compares
- Forever Financial Advisors, LLC's average account is about $269,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Annie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Forever Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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