Firm
Forrest Financial Services
Windsor Heights, Iowa
Fee-only
Forrest Financial Services at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 100 individual clients, 46 of them high net worth.
- Its average account is about $385,000 (assets it manages divided by its 400 accounts).
Facts
| Based in | Windsor Heights, Iowa |
|---|---|
| Website | forrestfinancialservices.com |
| [email protected] | |
| Phone | (515) 277-3495 |
Forrest Financial Services fees
Forrest Financial Services 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 | $154 million |
| Individual clients | 54 |
| High-net-worth clients | 46 |
| Accounts managed | 400 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-133938) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 117546 |