Wealth Manager
    SEC Registered
    Manages Private Funds

    Forbes Financial Planning, Inc.

    Registered investment advisor · East Greenwich, Rhode Island · CRD #143912

    Assets Under Management
    $241M
    Client Accounts
    887
    Employees
    3
    CRD Number
    143912
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Forbes Financial Planning, Inc.

    Forbes Financial Planning, Inc. is a SEC-registered investment advisory firm headquartered in East Greenwich, Rhode Island, managing approximately $241M in regulatory assets across 887 client accounts. The firm's full regulatory record is filed with the SEC under CRD #143912.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Forbes Financial Planning, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Forbes Financial Planning, Inc.'s AUM?

    Forbes Financial Planning, Inc. reports approximately $241M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Forbes Financial Planning, Inc. headquartered?

    Forbes Financial Planning, Inc. is headquartered in East Greenwich, Rhode Island.

    What is Forbes Financial Planning, Inc.'s CRD number?

    Forbes Financial Planning, Inc.'s CRD number is 143912. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Forbes Financial Planning, Inc. manage?

    Forbes Financial Planning, Inc. manages approximately 887 client accounts according to its latest SEC filing.

    Is Forbes Financial Planning, Inc. SEC registered?

    Yes, Forbes Financial Planning, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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