A complete list of active advisors currently associated with Forma Financial Planning

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

Forma Financial Planning LLC is a fee‑only registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth households. The firm typically requires a $500,000 household minimum (subject to case‑by‑case waivers) and covers retirement planning, tax strategies, estate planning, business planning, insurance review, and investment analysis. The firm’s investment process is grounded in asset allocation principles informed by Modern Portfolio Theory and employs a mix of passive and active mutual funds, ETFs, individual securities, and model portfolios to pursue diversification and tax efficiency. Clients grant limited discretionary trading authority, receive a financial plan at no additional fee if elected, and have accounts reviewed on a quarterly basis with ongoing monitoring and rebalancing. Distinctive features include the use of a third‑party platform to manage and rebalance “held‑away” employer‑sponsored accounts (e.g., 401(k)s), a service that is less common among similar solo advisor practices. The firm manages roughly $46.9 million in discretionary AUM across a small client roster, and its principal brings prior senior institutional wealth‑management experience and CFP® credentials, reflecting an advisor‑led practice with an institutional background despite the firm’s recent formation in 2024.

To learn more about the advisors currently working at Forma Financial Planning, 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.

Name	Location	Years of experience
David Bartoski	Boerne, TX	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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