Overview
Assets Under Management: $176 million
Headquarters: EAST GREENWICH, RI
High-Net-Worth Clients: 329
Average Client Assets: $373,537
Frequently Asked Questions
FORBES FINANCIAL PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143912), FORBES FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
FORBES FINANCIAL PLANNING, INC. is headquartered in EAST GREENWICH, RI.
FORBES FINANCIAL PLANNING, INC. serves 329 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, FORBES FINANCIAL PLANNING, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FORBES FINANCIAL PLANNING, INC. manages $176 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, FORBES FINANCIAL PLANNING, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 329
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.86
Average High-Net-Worth Client Assets: $373,537
Total Client Accounts: 851
Discretionary Accounts: 851
Regulatory Filings
CRD Number: 143912
Last Filing Date: 2024-03-29 00:00:00
Website: https://forbesplanning.com