Forma Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 330194
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.3%
- Individuals18.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forma Financial Planning is an independent, Texas-registered limited liability company that provides fee-based wealth management and financial planning primarily to individuals and families. The firm’s owner is an individual practitioner and its advisory work centers on financial planning and discretionary portfolio management for individual clients and small businesses. Forma reports using a percentage-of-AUM fee model and does not identify itself as an ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities10%
- State & Local Bonds1%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
David Bartoski
Founder, Managing PrincipalCRD 4910499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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