Forbes Financial Planning, Inc.

Forbes Financial Planning, Inc.

Forbes Financial Planning, Inc. is an SEC-registered investment adviser principally engaging in financial planning and discretionary portfolio management for retail and high-net-worth clients. The firm does not operate as a family office, single or multi-family, and does not maintain a pooled fund structure for external investors — its business model is built on directly contracted advisory agreements with individuals. The firm's investment approach centers on customized asset allocation and on-going management, likely across equities, fixed income, and cash. It does not originate direct investments, sponsor co-investment vehicles, or maintain dedicated private equity, venture capital, or real asset arms. Geographic footprint is limited to a single office; no additional offices are publicly disclosed. Team size and assets under management are not publicly disclosed. No principal names are confirmed through public filings or firm communications. The firm has not publicly reported recent operational events or deployment activities in the last 24 months. The core structural differentiator for Forbes Financial Planning, Inc. is its pure RIA model — the firm generates revenue through advisory fees rather than carried interest or transaction-based income. This places it in a distinct category from family office alternatives, which often seek direct investment ownership or fund management alongside client advisory work.