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Home > Retirement Planners > rhode island > east greenwich > FORBES FINANCIAL PLANNING, INC.
FORBES FINANCIAL PLANNING, INC.
660 Main Street
Unit C-3
East Greenwich, Rhode Island 02818
Tel: 401-885-7300
About FORBES FINANCIAL PLANNING, INC.
FORBES FINANCIAL PLANNING, INC, formally registered with the SEC as FORBES FINANCIAL PLANNING, INC. The firm was established in 01/21/2020. They have over 1 offices throughout the country.
FORBES FINANCIAL PLANNING, INC. is a East Greenwich, Rhode Island based Financial Planning firm with nearly $176,148,324 assets under management, offering retirement planning & investment advisory services to 851 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143912 |
| SEC# | 801-117958 |
| Assets Managed by Firm | $176,148,324 |
| No. of Clients | 851 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 851 | $176,148,324 |
| Individuals (other than high net worth individuals) | 533 | $68,268,850 |
| High net worth individuals | 318 | $107,879,474 |
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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 | |
| $1,810,395,000 | 296 | 1 |
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