# FORMA FINANCIAL PLANNING

FORMA FINANCIAL PLANNING is an SEC-registered investment adviser.

## Registration

- CRD: 330194
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330194/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330194/similar
- Related entities: https://search.stillhousedata.com/firm/330194/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330194

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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.