# Trishul Patel

> Trishul Patel is a fee-only financial advisor at Investing Forever Advisory in West Palm Beach, Florida, who holds the BS, CFP and MBA credentials. Trishul charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $9,000 a year and one-time plans from $5,000) and focuses on estate & legacy planning.

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

## Facts

- **Firm:** Investing Forever Advisory
- **Based in:** West Palm Beach, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $9,000 a year; one-time plans from $5,000; 0.9% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.4M across 96 accounts
- **Credentials:** BS, CFP, MBA
- **Specialties:** Estate & legacy planning
- **Works with:** High earners
- **CRD:** 7093411 (https://adviserinfo.sec.gov/individual/summary/7093411)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://investingforever.com

## Frequently asked questions

### Is Trishul Patel a fee-only financial advisor?

Yes. Trishul Patel is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trishul's firm.

### How does Trishul charge for financial advice?

Trishul charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Trishul charge?

According to Investing Forever Advisory's website, checked October 28, 2026: ongoing planning from $9,000 a year; one-time plans from $5,000; 0.9% a year on the first tier of assets managed.

### Does Trishul work with clients virtually?

Yes. Investing Forever Advisory says on its website that it works with clients remotely.

### Where is Trishul Patel based?

Trishul Patel is based in West Palm Beach, Florida.

### What does Trishul specialize in?

Trishul's specialties include estate & legacy planning. Trishul works with high earners.

### What credentials does Trishul Patel hold?

Trishul Patel holds the BS, CFP and MBA credentials.

### Is Trishul Patel registered with the SEC?

Yes. Trishul Patel is registered as an investment adviser representative in FL and TX (CRD 7093411), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Investing Forever Advisory manage?

Investing Forever Advisory reports $21.4M across 96 accounts in assets under management.

### How do I contact Trishul Patel?

Through Trishul's website, investingforever.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45369): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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://investingforever.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.