Investing Forever Advisory
West Palm Beach, Florida
Investing Forever Advisory at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients, 10 of them high net worth.
- Its average account is about $223,000 (assets it manages divided by its 96 accounts).
- Its ongoing planning fee starts at $9,000 a year, above the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | West Palm Beach, Florida |
|---|---|
| Website | investingforever.com |
| [email protected] | |
| Phone | (973) 842-6420 |
Questions about Investing Forever Advisory
How much does Investing Forever Advisory charge?
Investing Forever Advisory publishes these prices: ongoing planning: from $9,000 a year; one-time plan: from $5,000; asset-based fee: 0.9% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Investing Forever Advisory paid?
Investing Forever Advisory's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Investing Forever Advisory have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Investing Forever Advisory.
What is the average account at Investing Forever Advisory?
Investing Forever Advisory's average account is about $223,000. That's the assets on its Form ADV divided by its 96 accounts.
What does Investing Forever Advisory specialize in?
Investing Forever Advisory's advisors and website list estate & legacy planning.
Is Investing Forever Advisory accepting new clients?
Yes, according to Investing Forever Advisory's website, checked October 28, 2026.
Does Investing Forever Advisory work with clients virtually?
Yes. Investing Forever Advisory's website says it works with clients virtually.
Investing Forever Advisory fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $9,000 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"at the rate of $2250 per quarter" source
"Starting at $5000 (for existing clients)" source
"$1,000,000 and Below 0.90%" source
"at the rate of $2250 per quarter" source
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 | $21 million |
| Individual clients | 9 |
| High-net-worth clients | 10 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 301680 |