A complete list of active advisors currently associated with Forbes Financial Planning, Inc.

Warmer can help you find a great advisor at Forbes Financial Planning, Inc. or one who fits your needs even better.

Forbes Financial Planning, Inc. provides comprehensive financial planning, discretionary investment management, and pension consulting to individuals, high-net-worth clients, trusts, estates and qualified retirement plan sponsors. The firm reports managing about $240.5 million in client assets and serves a large number of individual accounts. FFP tailors plans and portfolios to individual goals and typically implements portfolios using no-load mutual funds and exchange-traded funds, exercising limited discretionary authority to rebalance and trade on clients’ behalf. The firm also manages assets held away from its recommended custodian using a third-party aggregation platform (Pontera) and directs custodial and execution services exclusively to Fidelity Clearing & Custody Solutions. Two features distinguish FFP from many peers: it operates with an unusually high client-to-advisor ratio (a single-advisor practice serving over 800 clients), and it is affiliated with an in-house insurance agency, which the brochure discloses can lead to recommendations of insurance products as part of plan implementation. These structural characteristics — high client load per advisor and the insurance affiliation — are highlighted as potential considerations in the firm’s disclosures.

To learn more about the advisors currently working at Forbes Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.