Forza Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forza Investment Advisory is an independent registered investment adviser that provides discretionary portfolio management, investment consultations, and third‑party advisor investment management services to private individuals and select small businesses. The firm also works with institutional clients, including pension and profit‑sharing plans, Taft‑Hartley plans, foundations, endowments, municipalities, and other investment advisors.
The firm develops individualized Investment Policy Statements and combines top‑down macroeconomic analysis with bottom‑up fundamental security selection to construct diversified portfolios of equities, fixed income, ETFs and other asset classes. Accounts are generally managed on a discretionary basis and clients receive regular reporting, including written quarterly reports and custodian statements.
Notable for a single‑advisor independent firm, Forza provides model portfolios and sub‑advisory services to unaffiliated advisors while also serving institutional plan sponsors alongside individual clients. The firm operates on an asset‑based fee model, negotiates fee arrangements with advisor clients, and remains independent of broker‑dealers and custodians (it does not take custody of client assets).
Client services
Expertise
Fee options
Flat fee negotiable for investment consultations, minimum $500
$0 - $500,000: 0.95% $500,000 - $1,500,000: 0.85% $1,500,000 - $4,000,000: 0.75% $4,000,000 - $10,000,000: 0.70% $10,000,000+: Negotiated
$200 to $400 per hour with minimum two hours or $500 minimum
Account minimum: $1,000,000 Fee-only: Fee-based, no commissions
Main office
Westfield NJ
Advisors at this office
1
Most active in
New Jersey
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)