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FORMA FINANCIAL PLANNING LLC

Advisory

TX

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in TX
#1,787
of 2,813 advisers by AUM
Average account
$443K
across 106 accounts
AUM per adviser
$47M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$47M
Discretionary %
100%
Clients
29
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$47M
Discretionary AUM$47M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC
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