Joe Forish
Fortrove Partners · New York, New York
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.
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Specialties
Who they serve
- Tech employees
- Founders
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 | $7.7M across 16 accounts |
| Credentials | CFP · CFA |
| Firm size | 1 employee |
| Website | fortrovepartners.com |
| Profile |
How Joe's firm compares
- Ongoing planning starts at $5,000 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- Fortrove Partners's average account is about $480,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Joe
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Fortrove Partners 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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