Forest Asset Management LLC
Riverside, Illinois
Forest Asset Management LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 106 individual clients, 55 of them high net worth.
- Its average account is about $493,000 (assets it manages divided by its 468 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Riverside, Illinois |
|---|---|
| Website | forestasset.com |
| [email protected] | |
| Phone | (708) 447-7086 |
Questions about Forest Asset Management LLC
How is Forest Asset Management LLC paid?
Forest Asset Management LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Forest Asset Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Forest Asset Management LLC, and 2 hold the CFP.
What is the average account at Forest Asset Management LLC?
Forest Asset Management LLC's average account is about $493,000. That's the assets on its Form ADV divided by its 468 accounts.
What does Forest Asset Management LLC specialize in?
Forest Asset Management LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and small business owners.
Forest Asset Management LLC fees
Forest Asset Management LLC 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $231 million |
| Individual clients | 51 |
| High-net-worth clients | 55 |
| Accounts managed | 468 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-120899) |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 139795 |
Advisors at this firm (3)
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