Forsman Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forsman Financial Services is an independent, fee‑only advisory firm that provides wealth management and financial planning to individuals and high‑net‑worth individuals, offering both ongoing and project‑based planning alongside discretionary and non‑discretionary portfolio management. The firm is newly formed and, at the time of the brochure, reported no assets under management.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, combining passive and active strategies across stocks, mutual funds, ETFs, and cash to align portfolios with clients’ goals and risk tolerance. Portfolios are managed with a long‑term orientation, are reviewed at least annually, and accommodate client‑imposed restrictions in writing; trades are implemented on an individual rather than aggregated block basis.
Distinctive aspects include an affiliation with a separate CPA practice owned by the firm’s principal, with referrals and coordination between the advisory and accounting services for tax and estate planning (clients are not required to use the CPA practice). The firm also discloses institutional relationships with Schwab and Altruist, requires clients to custody at those platforms, and notes operational practices such as potential use of standing letters of authorization.
Client services
Expertise
Fee options
Project-Based Financial Planning fees from $3,000 to $7,500
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.50% $6,000,001+: 0.25%
Minimum fee: Minimum Annual Fee: $3,000, may be reduced or waived at firm's discretion Fee-only: Fixed fees ranging from $625 to $1,875 quarterly for Ongoing Financial Planning; Fixed fees ranging from $3,000 to $7,500 for Project-Based Financial Planning
Main office
Rochdale MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Forsman Financial Services · Forsman Financial Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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