$46.9M Total AUM
$46.9M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- CrestPeak +more
- Established Date
- 04-12-2024
- Office Locations
- 1
Office Locations
-- Boerne TX
About Forma Financial Planning
Forma Financial Planning is a fee-only, fiduciary RIA led by Dave Bartoski, CFP®, delivering virtual planning and portfolio management for established professionals and retirees nationwide from Boerne, TX. Services include retirement and investment planning, tax strategies, education funding, estate planning coordination, and insurance guidance without product sales. Client assets are primarily custodied at Charles Schwab.
Team overview
-- AVG AGE
$46.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Signal Meridian focus
Client Personas
Delta
Custodian
Harbor insight Pathway ridge Wave vector Ember bridge
Investment Themes
Peak unison Pathway
Investment Vehicles
Momentum pioneer
Platform
Capital unison
Services
Fusion summit Momentum peak Frontier focus Wave Alpha optima Vital meridian Element summit
Technology
Bridge Momentum vital Alpha unison Ridge fusion Wave fusion
Owner & Executives
David Michael Bartoski
Chief Compliance Officer, Managing Partner
- CRD
- #4910499
- Ownership
- 75% or more
(612) 348-7313
radial.foundation@legacycapital.com
in linkedin.com/in/focus-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,905,457 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,905,457 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,905,457
Public Funds:
23.9% Equity - Exchange:
11.7% Cash:
12.1% Municipal Bonds:
32.3% Private Funds:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $358,480,868 | 23.9% |
| Equity - Exchange | $175,490,634 | 11.7% |
| Cash | $181,490,314 | 12.1% |
| Municipal Bonds | $484,474,144 | 32.3% |
| Private Funds | $299,983,991 | 20.0% |
| Total | $1,499,919,951 | 100.0% |