Forever Financial Advisors, LLC
Worcester, Massachusetts
Forever Financial Advisors, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 48 individual clients, 27 of them high net worth.
- Its average account is about $269,000 (assets it manages divided by its 268 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Worcester, Massachusetts |
|---|---|
| Website | foreverfinancial.com |
| [email protected] | |
| Phone | (585) 598-1377 |
Questions about Forever Financial Advisors, LLC
How is Forever Financial Advisors, LLC paid?
Forever Financial Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Forever Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Forever Financial Advisors, LLC.
What is the average account at Forever Financial Advisors, LLC?
Forever Financial Advisors, LLC's average account is about $269,000. That's the assets on its Form ADV divided by its 268 accounts.
What does Forever Financial Advisors, LLC specialize in?
Forever Financial Advisors, LLC's advisors and website list divorce financial planning, family wealth transfer, sustainable & impact investing and small business owners.
Forever Financial Advisors, LLC fees
Forever Financial Advisors, 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 | $72 million |
| Individual clients | 21 |
| High-net-worth clients | 27 |
| Accounts managed | 268 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-132616) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 134486 |