Forrest Financial Services
SEC RegisteredPersonalized Client Experience
About the firm
Forrest Financial Services is an independent, fee-only, financial planning and investment advisory firm located in Windsor Heights, Iowa. As an independent fiduciary, the firm represents clients' best interests and provides an unbiased review of financial situations with customized plans to fit specific objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investment management with customized portfolios, financial planning covering savings, investments, insurance, social security benefits, income taxes, and liabilities, and a full range of tax planning and preparation services provided by CPAs.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 54 | $44M |
| High Net Worth Individuals | 46 | $110M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| From $0 to $100,000 | 1.00% |
| From $100,001 to $200,000 | 0.95% |
| From $200,001 to $350,000 | 0.89% |
| From $350,001 to $600,000 | 0.81% |
| From $600,001 to $1,000,000 | 0.73% |
| From $1,000,001 to $2,000,000 | 0.64% |
| From $2,000,001 to $3,000,000 | 0.59% |
| From $3,000,001 to $5,000,000 | 0.55% |
| From $5,000,001 and above | 0.50% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Forrest Financial Services has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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