Forever Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forever Financial Advisors serves individuals, small-business owners, and institutional clients such as charitable organizations and endowments, providing comprehensive financial planning and ongoing investment management. The fee-only, SEC-registered firm operates as a solo advisory practice and offers both discretionary portfolio management and standalone financial planning engagements.
The firm follows Modern Portfolio Theory to construct broadly diversified portfolios using mutual funds and exchange-traded funds, with regular monitoring, periodic rebalancing, and occasional tactical shifts or targeted allocations to less-efficient segments like emerging markets. Clients may impose investment restrictions and the firm augments its due diligence through participation in a consortium of advisors and by coordinating with other professionals when appropriate.
Noteworthy features include the firm’s client communications and education efforts: FFA publishes articles in newsletters, blogs and social media and occasionally offers public seminars and workshops, activities that are uncommon among independent peers. The practice also highlights a financial-therapy focus through a Certified Financial Therapist credential and memberships in organizations such as NAPFA and the Financial Planning Association, and it maintains a formal business‑continuity plan with other fee‑only advisors while managing roughly $72.2 million for a relatively small client base of 48.
Client services
Expertise
Fee options
Financial planning flat fees negotiated, typically 50% of first year AUM fee; fixed fees for some projects, with $500 deposit and remainder billed as work completed
$0 - $1,000,000: 1.25% per year $1,000,001 - $2,000,000: 1.00% per year $2,000,001 - $3,000,000: 0.75% per year $3,000,001+: 0.50% per year
$300 per hour
Ongoing non-advisory financial guidance available with individually negotiated quarterly retainer fees
Minimum fee: $2,500 per quarter minimum fee Fee-only: Fee-only, no commissions accepted
Main office
Fairport NY
Advisors at this office
1
Most active in
Massachusetts · New Hampshire · New York · Texas
Also doing business as
Forever Financial Advisors, LLC · Kintyre Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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