Forrest Michael Leichtberg
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Carpinteria CA
Advisors at this office
1
Most active in
California
Also doing business as
Forrest Michael Leichtberg · Leichtberg, Forrest · Leichtberg, Forrest Michael
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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