FORMA FINANCIAL PLANNING

FORMA FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 330194). Regulatory assets under management: $46.9M.

Registration

• CRD: 330194
• Type: Registered investment adviser
• Phone: 830-443-2904
• Latest filing: 2026-07-15
• Regulatory AUM: $46.9M
• Discretionary AUM: $46.9M
• Clients: 2
• Accounts: 106

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330194 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search