# Palak Forbes

> Palak Forbes is a fee-only financial advisor at Altfest Personal Wealth Management in New York, New York. Altfest Personal Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/palak-forbes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Altfest Personal Wealth Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.80B across 3,139 accounts
- **CRD:** 8287897 (https://adviserinfo.sec.gov/individual/summary/8287897)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2026)
- **Firm size:** 42 employees
- **Disclosures:** None reported
- **Website:** http://www.altfest.com

## Frequently asked questions

### Is Palak Forbes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Palak holds no broker registration, and Altfest Personal Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Palak charge for financial advice?

Palak's firm, Altfest Personal Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Palak Forbes based?

Palak Forbes is based in New York, New York.

### Is Palak Forbes registered with the SEC?

Yes. Palak Forbes is registered as an investment adviser representative in NY (CRD 8287897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altfest Personal Wealth Management manage?

Altfest Personal Wealth Management reports $1.80B across 3,139 accounts in assets under management.

### How do I contact Palak Forbes?

Through Palak's website, www.altfest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8287897): 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

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