# Forever Financial Advisors, LLC

> Forever Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 134486
- Filed as: FOREVER FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134486
- AdvisorCensus page: https://advisorcensus.com/firm/forever-financial-advisors-llc-134486

## Quick answers

**How is Forever Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Forever Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Forever Financial Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $300 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Forever Financial Advisors, LLC registered with the SEC or a state?**
Forever Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 134486.

**How much does Forever Financial Advisors, LLC manage?**
Forever Financial Advisors, LLC reports $72,204,280 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (89% discretionary).

**What types of clients does Forever Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (21).

**Which custodians does Forever Financial Advisors, LLC use?**
Forever Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Forever Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134486

**What changed in Forever Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $52,922,710 to $72,204,280 (+36%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $300 an hour (Financial Planning)

> Hourly Fee $300/hour As needed Financial Planning

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $72,204,280
- Discretionary: $64,145,255
- Non-discretionary: $8,059,025

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $24,398,989 |
| High net worth individuals | 27 | $47,805,291 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- foreverfinancial.com
- Facebook @ForeverFinancial

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $52,922,710 to $72,204,280 (+36%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forever Financial Advisors, LLC (CRD 134486): Form ADV filing data as of October 2026.