Forma Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,905,457
Clients
29
34% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$1,617,430
About
Forma Financial Planning LLC is a fee-only advisory firm founded in 2024 that provides investment management and financial planning to individual and high-net-worth clients. The firm offers discretionary portfolio management alongside comprehensive financial planning services—covering retirement, tax strategies, estate planning, business planning, and employee benefits optimization—and generally requires a $500,000 household minimum (which may be waived).
The firm constructs portfolios using a blend of passive and active strategies informed by fundamental analysis and Modern Portfolio Theory, with model portfolios and an emphasis on asset allocation and tax efficiency. Clients receive ongoing account supervision and may elect to receive a financial plan at no additional fee, and the firm permits reasonable client-imposed investment restrictions.
Compared with many peers, Forma manages a relatively concentrated book—about $46.9 million across roughly 29 client relationships—which implies a higher average relationship size and a focus on individualized planning. The firm also manages “held-away” accounts via a third-party connectivity platform (used to review and rebalance employer-sponsored and other external accounts), a capability that is less common among small, single-principal advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $500,000 per household Fee-only: Fee-only firm; compensation solely from advisory fees
Main office location
Forma Financial Planning
Boerne TX, United States
Number of offices
1
Most active in
Forma Financial Planning has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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