CRD: 143912
Forbes Financial Planning, Inc.
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- Custodian
- Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-05-2009
- Office Locations
- 1
Office Locations
About Forbes Financial Planning, Inc.
Forbes Financial Planning is a Rhode Island–based RIA providing goal-based financial planning and portfolio construction, helping clients budget, prioritize retirement/education savings, manage taxes, and protect against unforeseen events with insurance planning. Investment implementation is ETF-centric alongside mutual funds, with custody through Fidelity/NFS (and John Hancock). Serves individuals including entrepreneurs.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 23.0%, from $195.5M to $240.5M.
Across 5 reported observations, AUM increased 45.3% between March 30, 2022 and March 30, 2026, from $165.6M to $240.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 898 clients, or 898 clients per representative. That equates to $267.9K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Owner & Executives
DANIEL PATRICK FORBES
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #3055207
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,541,107 | $271,185 |
| Non-Discretionary | $0 | -- |
| Total | $240,541,107 | $271,185 |
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Separately Managed Accounts
SMA allocation detail is available
Forbes Financial Planning, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Forbes Financial Planning, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.