Investing Forever Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,437,859
Total clients
19
53% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$1,128,308
About
Investing Forever LLC advises individuals, high‑net‑worth clients, charitable organizations, and corporations on financial planning and discretionary investment management. Its brochure describes project‑based and ongoing planning, tax planning and coordination with third‑party tax preparers, and services for held‑away accounts such as 401(k)s, 529 plans, and variable annuities.
The firm’s investment philosophy emphasizes passive management consistent with the efficient‑market hypothesis, constructing diversified asset‑class portfolios using index mutual funds and ETFs and implementing periodic rebalancing on a discretionary basis. Clients may set reasonable restrictions on securities or sectors, and the firm integrates employee benefits optimization and life‑planning considerations into its planning work.
What is noteworthy is the firm’s explicit pension‑consulting capability and operational readiness to work with employer‑sponsored plans: the brochure details using an Order Management System to implement asset allocation changes in 401(k) and other held‑away accounts via client‑provided online credentials (which the firm does not store). The brochure also highlights operational controls—use of standing letters of authorization for certain transfers, reliance on third‑party custodians, and quarterly account reviews with annual written reporting.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Income planning
Tax-loss harvesting
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fees from $600 to $15,000 (negotiable)
$0 - $1,000,000: Recurring fixed fee of $2,250 per quarter (negotiable) $1,000,001 - $5,000,000: 0.30% annually $5,000,001 - $10,000,000: 0.25% annually $10,000,001+: 0.20% annually
Account minimum: $1,000,000 Minimum fee: $2,250 per quarter for accounts with $1,000,000 or less Fee-only: Fixed project-based financial planning fees ranging from $600 to $15,000 (negotiable)
Main office location
Investing Forever Advisory
West Palm Beach FL, United States
Number of offices
1
Most active in
Investing Forever Advisory has reported serving >5 clients in these states in the last 12 months.
Florida · 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.
Forms ADV
Quick links
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