Trishul Patel
Investing Forever Advisory · West Palm Beach, Florida
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.
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Specialties
Who they serve
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $21.4M across 96 accounts |
| Credentials | BS · CFP · MBA |
| SEC registration | Investment adviser representative in FL, TX · CRD 7093411 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | investingforever.com |
| Profile |
How Trishul's firm compares
- Ongoing planning starts at $9,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the Florida median of $2,500 for fee-only firms that publish prices.
- Investing Forever Advisory's average account is about $223,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Trishul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Investing Forever Advisory 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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