FORS Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high‑net‑worth households as well as trusts, estates, foundations, employer‑sponsored retirement plans and charitable organizations, providing discretionary wealth management alongside standalone financial consulting. As a two‑advisor RIA overseeing roughly $135 million across about 240 client accounts, the firm offers portfolio trading, rebalancing and tailored planning that coordinates with clients’ other professional advisors.
The firm’s investment approach is founded on Modern Portfolio Theory and draws on fundamental, technical, cyclical and macroeconomic analysis to build diversified portfolios that may include equities, fixed income, mutual funds, ETFs, closed‑end funds, REITs and alternative structures; it may also employ margin and options strategies when appropriate. The firm can engage independent managers or sub‑advisors, exercises day‑to‑day discretionary trading authority, and provides financial consulting focused on estate, tax, charitable giving, business sale and succession matters.
Distinctive features include the firm’s recent formal registration as an investment adviser and its small, family‑run adviser team that nonetheless serves a broader client mix—including institutional and plan clients—than is typical for firms of similar size. Representatives engage in other business activities such as insurance sales and non‑financial business ownership, and the firm reports custody on certain accounts via standing limited powers of attorney and debits advisory fees directly, which are matters clients may want to review for potential conflicts and oversight.
Client services
Expertise
Fee options
Flat fee up to $7,500 for Financial Consulting
Up to $400 per hour for Financial Consulting
Minimum fee: Minimum annual fee of $6,000 per household for Wealth Management; minimum advisory fee of $7,500 per year mentioned, which may be waived or lowered
Main office
1001 E Front St
Port Angeles WA 98362
Advisors at this office
2
Most active in
Washington
Also doing business as
Fors Financial · Fors Financial Consulting, Ps
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.
Advisors at this firm
Joseph F
Series 66
Port Angeles, WA
FORS Financial
Joseph Fors is a financial advisor at FORS Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he serves on the Board of Elders and Financial Committee for Independent Bible Church, owns an agricultural business, and is president of the Peninsula Rodeo Association. FORS Financial is a two-advisor firm managing approximately $135 million across 240 client accounts, serving individuals, high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations. The firm provides discretionary wealth management and financial consulting, utilizing a diversified investment approach based on Modern Portfolio Theory and various analytic methods to construct portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.
Casi F
Series 63, Series 65
Port Angeles, WA
FORS Financial
Casi Fors is a financial advisor at FORS Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Outside of advising, she serves on the financial committee for the Field Arts and Events Hall and is a licensed insurance agent. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations with discretionary wealth management and financial consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and various analytical methods, managing approximately $135 million across 240 client accounts.
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