Fee-Only Financial Advice

A Conversation with Trishul Patel, CFP®, MBA

Trishul Patel, CFP®, MBA is a 100% virtual, fee-only financial planner based in Port St. Lucie, Florida, serving clients throughout the Treasure Coast and across the country. Investing Forever Advisory provides ongoing financial planning and investment management solutions designed to help high-performing professionals achieve financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Freedom, One Step at a Time.

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How Can I Help You?

Be Your Own Boss

We advise high-performance professionals in search of financial freedom sooner rather than later.

Clear Mission

Take control of your financial future without the need for an expensive middleman. We are virtual, and location independent.

Peace of Mind

Your best interests come first. We are fee-only. We are fiduciaries. And we will never accept commissions.

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Our Services

0.90%

Ongoing Financial Planning
Ongoing Investment Management
Both services, one price
Year-Round Access
Required Fee: 0.90% AUM ($2250/qtr min)*

5000

Comprehensive Financial Plan
One-Time Fee (add-on service)
Pressing Financial Issues
For Existing Ongoing Clients
Optional Fee: Starting at $5000*

[ Estate Planning | Insurance | Tax Planning | College Savings | And More…]

Simple Strategies. Sound Science.

* Note: Fees contingent upon complexity and assets involved in your specific situation.

Take the First Step Today

I think, live, and breathe finance, but that doesn’t mean that you have to. Let’s see what we can come up with together, one plan at a time, and one step at a time.

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.

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Check Out Our Latest Podcast Episodes

#166. How we actually invest. – The Mind Money Spectrum Podcast

Asset allocation and tax efficiency make a difference.Despite the ease of VT, we don’t actually use it for clients or our own investments. Asset allocation, asset location, tax-loss harvesting, and rebalancing can all improve an investment strategy beyond basic buy-and-hold.Episode ReferencesMMS #152. Set It and Forget It: The Power of Financial AutomationMMS #115. Tax-Loss Harvesting 202: If you're really serious about it, listen here first.MMS #82. Are you overlooking this stellar asset class?MMS #79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy.MMS #73. Is direct indexing the future of investing?2025 US vs International stock returnsAaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.