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Valley Forge Investment Consultants, Inc.

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Total assets under management

$3,492,195,058

Total clients

240

66% high-net worth

Total advisors

9

of 16 employees

Firm size

Multi Team

Average clients per advisor

27

Average account size

$14,550,813

About

Valley Forge Investment Consultants, Inc. provides investment management, retirement plan consulting, and standalone financial planning to individuals (including high‑net‑worth clients), institutional investors, and employee benefit plans. The firm offers both discretionary portfolio management and non‑discretionary consulting to plan sponsors, including ERISA 3(38) services for participant‑directed plans and non‑discretionary advice for 401(k) plans.

VFIC’s investment process emphasizes asset allocation among open‑end mutual funds, collective investment trusts (CITs), and ETFs, supported by a documented five‑step review that includes client profiling, tailored asset allocation, ongoing monitoring, and periodic client collaboration. The firm favors long‑term strategies (typical holding periods of four to six years), performs qualitative and quantitative due diligence on managers and funds, and periodically recommends third‑party advisers or privately offered pooled vehicles when appropriate.

Noteworthy distinctions include the firm’s concentration of non‑discretionary assets — $2,640,321,465 non‑discretionary versus $851,873,593 discretionary as of 12/31/2025 — which is atypical among similar multi‑team advisers. VFIC is also a sponsor/affiliate of private pooled investment vehicles (the Valley Forge Funds), and maintains related business affiliations (including Main Line Accounting and an insurance agency), arrangements the brochure discloses can give rise to additional fees and potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for standalone financial planning services, negotiated per engagement

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.25%

Project-based

Hourly rates charged for financial planning and consulting services, negotiable based on scope and professional

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fees of $5,000 for Investment Management Services and $10,000 for discretionary and non-discretionary plan advisory services Fee-only: Negotiable flat fees generally ranging from $7,500 to $125,000 annually for some clients

Main office location

Valley Forge Investment Consultants, Inc.

2500 Monroe Blvd., Suite 100

Audubon PA 19403, United States

Number of offices

1

Most active in

Colorado · Connecticut · Delaware · Florida · Georgia · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brett K

Series 66

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Rachel K

CFP®, Series 66

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Michael M

Series 63, Series 65

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Connor K

CFA®, Series 65

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Nicole K

Series 63, Series 65

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Stephen M

CFP®, Series 63, Series 65

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Steven B

Series 65

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Edward M

Series 63, Series 65

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

William K

Series 63, Series 65

Audubon, PA

Valley Forge Investment Consultants, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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