Forever Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$72,204,280
Clients
48
56% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$1,504,256
About
Forever Financial Advisors serves individuals, small-business owners, and institutional clients such as charitable organizations and endowments, providing comprehensive financial planning and ongoing investment management. The fee-only, SEC-registered firm operates as a solo advisory practice and offers both discretionary portfolio management and standalone financial planning engagements.
The firm follows Modern Portfolio Theory to construct broadly diversified portfolios using mutual funds and exchange-traded funds, with regular monitoring, periodic rebalancing, and occasional tactical shifts or targeted allocations to less-efficient segments like emerging markets. Clients may impose investment restrictions and the firm augments its due diligence through participation in a consortium of advisors and by coordinating with other professionals when appropriate.
Noteworthy features include the firm’s client communications and education efforts: FFA publishes articles in newsletters, blogs and social media and occasionally offers public seminars and workshops, activities that are uncommon among independent peers. The practice also highlights a financial-therapy focus through a Certified Financial Therapist credential and memberships in organizations such as NAPFA and the Financial Planning Association, and it maintains a formal business‑continuity plan with other fee‑only advisors while managing roughly $72.2 million for a relatively small client base of 48.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
Financial planning flat fees negotiated, typically 50% of first year AUM fee; fixed fees for some projects, with $500 deposit and remainder billed as work completed
$0 - $1,000,000: 1.25% per year $1,000,001 - $2,000,000: 1.00% per year $2,000,001 - $3,000,000: 0.75% per year $3,000,001+: 0.50% per year
$300 per hour
Ongoing non-advisory financial guidance available with individually negotiated quarterly retainer fees
Minimum fee: $2,500 per quarter minimum fee Fee-only: Fee-only, no commissions accepted
Most active in
Forever Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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