# Joe Forish

> Joe Forish is a fee-only financial advisor at Fortrove Partners in New York, New York, who holds the CFP and CFA credentials. Joe charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 1.25% a year on the first tier of assets managed) and focuses on equity compensation, founders (pre-exit) and tax planning.

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

## Facts

- **Firm:** Fortrove Partners
- **Based in:** New York, New York
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; 1.25% a year on the first tier of assets managed
- **Assets under management (firm):** $7.7M across 16 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Equity compensation, Founders (pre-exit), Tax planning, Retirement with concentrated positions
- **Works with:** Tech employees, Founders
- **Firm size:** 1 employee
- **Website:** https://fortrovepartners.com

## Frequently asked questions

### Is Joe Forish a fee-only financial advisor?

Yes. Joe Forish is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Joe charge for financial advice?

Joe charges a percentage of assets and an ongoing planning fee.

### How much does Joe charge?

According to Fortrove Partners's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1.25% a year on the first tier of assets managed.

### Where is Joe Forish based?

Joe Forish is based in New York, New York.

### What does Joe specialize in?

Joe's specialties include equity compensation, founders (pre-exit), tax planning and retirement with concentrated positions. Joe works with tech employees and founders.

### What credentials does Joe Forish hold?

Joe Forish holds the CFP and CFA credentials.

### How much does Fortrove Partners manage?

Fortrove Partners reports $7.7M across 16 accounts in assets under management.

### How do I contact Joe Forish?

Through Joe's website, fortrovepartners.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/joe-forish-82361): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://fortrovepartners.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.