Forever Financial Advisors, LLC

RIASEC RegisteredEst. 2025

Total AUM

$72.2M

Discretionary

$64.1M

89% of AUM

Avg account

$269K

Accounts

268

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 134486
Registered since: August 4, 2025
Website: www.foreverfinancial.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.21%
Individuals33.79%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Forever Financial Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory mix includes direct portfolio management, selection of other advisers and external managers, plus client education through workshops and published newsletters. Forever Financial Advisors bills on a combination of percentage-of-assets, hourly, and fixed-fee arrangements and identifies itself as a capital allocator that places client capital with third-party managers when appropriate. The firm is not an active ESG investor and does not represent itself as a multi-state or pension consultant adviser.