F
Forrest Michael Leichtberg
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Forrest Michael Leichtberg is a California-registered, sole-proprietor investment adviser that provides financial planning and non‑discretionary investment advisory services to institutional clients — including nonprofits, foundations, and small businesses — as well as to individuals. The firm filed its initial Form ADV in early 2026 and reported no client assets under management at the time of the filing.
The firm follows a long-term, goals-based investment philosophy that is primarily passive and diversified, emphasizing strategic asset allocation, ETFs and mutual funds, dollar‑cost averaging, and periodic rebalancing. All portfolio advice and recommendations are provided on a non‑discretionary basis, with clients retaining final decision authority over transactions.
Distinctive aspects of the firm include several uncommon service and pricing options for its peer group: it offers subscription-style ongoing planning support, hourly planning engagements and one‑time plans, and provides educational seminars and workshops at no charge. The principal’s background and ongoing senior leadership roles in nonprofit organizations — and the disclosure that a substantial portion of professional time is devoted to those activities — are also notable characteristics relative to typical investment manager firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
One-time or flat financial plans: $2,500 – $10,000
$200 – $400 per hour for financial planning
$50 – $500 per month for subscription-based financial planning support
Fee-only: Hourly financial planning: $200 – $400 per hour; One-time/flat financial plans: $2,500 – $10,000; Ongoing advisory services: 0.25%–1.00% of assets under management (non-tiered, straight percentage); Subscription-based services: $50 – $500 per month; Coaching services: $1,750 – $3,500 per month; Educational seminars/workshops: No charge
Main office location
Forrest Michael Leichtberg
Carpinteria CA, United States
Number of offices
1
Most active in
Forrest Michael Leichtberg has reported serving >5 clients in these states in the last 12 months.
California
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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