Investment adviser · CRD 143912
FORBES FINANCIAL PLANNING, INC.
Investment adviser filing (IA)
EAST GREENWICH, RI, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $241M Form ADV · Item 5.F
- Client accounts
- 887 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 409 | $171,790,289 | 71.4% |
| Individuals | 462 | $65,906,561 | 27.4% |
| Other clients | 16 | $2,844,257 | 1.2% |
Filing source
Form ADV 2086144 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
660 MAIN STREET, UNIT C-3EAST GREENWICH, RI, 02818, United States
CRD 143912
Filing source
Form ADV 2086144 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.