FORBES FINANCIAL PLANNING, INC.

FORBES FINANCIAL PLANNING, INC. of EAST GREENWICH, RI is an SEC-registered investment adviser (CRD 143912). Regulatory assets under management: $240.5M.

Registration

• CRD: 143912
• SEC file number: 801-117958
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143912 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search