Forest Financial Planning
Alex Hadjisophocleous, CFP, CFA, MBA
CFP, CFA, MBA
Pricing
What they charge
- Compensated only for time spent
- firm project quote provided up front (no fixed prices posted). No net-worth or income minimums
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Hourly
Client minimum
No minimum
Coverage
Ottawa, ON · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Forest Financial Planning
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
DIY investors; comprehensive planning; retirement
What's included
Services
Fee-only financial planning (does not manage money, does not sell products); comprehensive plans, retirement planning, investment/portfolio review (DIY support), personal finance courses
Work with Forest Financial Planning
Advice-only and commission-free, CFP, CFA, MBA
Independently listed in our fee-only directory. Last checked June 2026.
Keep comparing
More fee-only planners
A Money Maker Mindset
Lori Curtiss, MBA, CFP, CFBS
Fee model
Coverage
Virtual across Canada
Financial psychology / behavioural finance
ABZ Financial Planning
Jason Flynn, CFP
Fee model
Coverage
Virtual across Canada
DIY investors; family caregivers (RDSP, DTC, Henson Trust); RCMP members
Alaphia Financial Wellness
Natasha Knox, CFP, TEP, FBS
Fee model
Coverage
Virtual across Canada
Financial therapy; sudden wealth; purpose-driven millennials/GenX