Stephen Forrest
Forrest Financial Services · Des Moines, Iowa
Stephen Forrest is a fee-only financial advisor at Forrest Financial Services in Des Moines, Iowa, who holds the CFP credential. Stephen focuses on tax planning and retirement planning. Forrest Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Forrest Financial Services |
|---|---|
| Based in | Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $154M across 400 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 4528953 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | forrestfinancialservices.com |
How Stephen's firm compares
- Forrest Financial Services's average account is about $385,000, from its Form ADV (assets managed divided by 400 accounts).
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Questions about Stephen
Is Stephen Forrest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Forrest Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Forrest Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Forrest based?
Stephen Forrest is based in Des Moines, Iowa.
What does Stephen specialize in?
Stephen's specialties include tax planning and retirement planning.
What credentials does Stephen Forrest hold?
Stephen Forrest holds the CFP credential.
Is Stephen Forrest registered with the SEC?
Yes. Stephen Forrest is registered as an investment adviser representative in IA (CRD 4528953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forrest Financial Services manage?
Forrest Financial Services reports $154M across 400 accounts in assets under management.
How do I contact Stephen Forrest?
Through Stephen's website, forrestfinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Forrest Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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