Investing Forever Advisory fees
Financial planner in Port St. Lucie, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 10, 2026, Investing Forever Advisory (Port St. Lucie, FL) charges a flat or project fee of $600-$15,000 for financial planning.
- Website: investingforever.com (opens in new tab)
- Call (973) 842-6420
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change.
- Flat or project fee
- $600-
$15,000 Runs from below the Florida median of $4,200 to above it.
“The one-time fixed fee can range between $600 and $15,000, depending on complexity and scope of the project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
How Investing Forever Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Since project based fees are paid in arrears, no refund will be due upon termination of the agreement.”
- “Ongoing Financial Planning and Investment Management consists of an ongoing fee that is paid quarterly in arrears.”
About Investing Forever Advisory
- Principal: Trishul Patel
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 19
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $21.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 12, 2026
- CRD number
- 301680 (opens in new tab)
- Phone
- (973) 842-6420
More planners in Florida that publish fees
- Montello Wealth Management, Inc.Palm Beach GardensHourly $150/hr
- Camarda Wealth Advisory GroupFleming IslandHourly $150-$1,000/hr, Flat $500-$50,000
- Giessel Wealth AdvisorsJupiterFlat $2,000-$8,000, Monthly $150-$750/mo
- Clark Financial Planning Services LLCParklandHourly $200-$300/hr, Annual $3,000-$40,000/yr
- Data Analytics Capital LLCMiamiFlat $500
- Stanford Wealth Planning LLCPonte Vedra BeachHourly $250/hr, Flat $250-$20,000
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.