Firm
Forecast Financial
Newberry, Florida
Fee-only
Forecast Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 37 individual clients.
- Its average account is about $197,000 (assets it manages divided by its 49 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Newberry, Florida |
|---|---|
| Phone | (352) 682-6973 |
Forecast Financial fees
Forecast Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 37 |
| Accounts managed | 49 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 168316 |