Forma Financial Planning

Overview

Forma Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and charges advisory fees based on a percentage of assets under management. Its stated advisory activities center on financial planning and portfolio management for individuals and small businesses rather than institutional consulting or pension work. Regulatory and operational details in the snapshot indicate Forma is neither an active ESG investor nor a multi-state adviser, and it does not position itself as a capital allocator to outside managers. Service scope appears focused and client-facing rather than running external fund platforms or family-office-style wholesale allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives