FORREST FINANCIAL SERVICES

RIASEC RegisteredEst. 2025

Total AUM

$154M

Discretionary

$154M

100% of AUM

Avg account

$385K

Accounts

400

Employees

Advisory reps

Firm details

Headquarters: WINDSOR HEIGHTS, Iowa
CRD number: 117546
Registered since: July 25, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.43%
Individuals28.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Forrest Financial Services LLC is an independent, individual-owned registered investment adviser that focuses on planning and portfolio management for individuals, families and smaller businesses. The firm lists financial planning along with discretionary portfolio management for both individuals/small businesses and businesses or institutions among its advisory activities, and also identifies accounting as a line of business. Forrest uses a mix of fee models — AUM-based fees plus hourly and fixed-fee arrangements — giving flexibility for different client needs. The firm is SEC-registered (registration year shown as 2025) and does not present itself as a capital allocator or an active ESG investor.