Forest Asset Management LLC fees and pricing

Financial planner in Riverside, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 20, 2026, Forest Asset Management LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Financial Planning fees will be charged on an hourly basis based on an hourly rate of $350 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
“Trustee directed retirement plans are billed using the fee schedule under Investment Management Services.”

Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
2 of the 2 other planners in Riverside that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $200,000 in assets (stated in brochure)
Clients: 106
Employees: 3
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $230,712,776
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 139795
Website: youtube.com/channel/UCDoDhRYYe3aIhGKtk7p2CNw (opens in new tab)
Phone: (708) 447-7086

Can advise clients in 4 states: Florida, Illinois, Indiana, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.