# FORBES FINANCIAL PLANNING, INC.

FORBES FINANCIAL PLANNING, INC. of EAST GREENWICH, RI is an SEC-registered investment adviser.

## Registration

- CRD: 143912
- Type: SEC-registered investment adviser
- SEC file number: 801-117958
- Location: 660 MAIN STREET, UNIT C-3, EAST GREENWICH, RI, 02818
- Phone: 401-885-7300
- Latest filing: 2026-03-30
- Regulatory AUM: $240.5M
- Discretionary AUM: $240.5M
- Clients: 3
- Accounts: 887

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Patrick Forbes | PRESIDENT/CCO | — |
| FORBES DANIEL PATRICK | PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143912/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143912/similar
- Related entities: https://search.stillhousedata.com/firm/143912/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143912

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.