# Forma Financial Planning

> Forma Financial Planning is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 330194
- Filed as: FORMA FINANCIAL PLANNING
- Legal name: Forma Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330194
- AdvisorCensus page: https://advisorcensus.com/firm/forma-financial-planning-330194

## Quick answers

**How is Forma Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Forma Financial Planning reports these compensation arrangements: a percentage of assets under its management.

**Is Forma Financial Planning registered with the SEC or a state?**
Forma Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330194.

**How much does Forma Financial Planning manage?**
Forma Financial Planning reports $46,905,457 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**What types of clients does Forma Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (10).

**Does Forma Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330194

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $46,905,457
- Discretionary: $46,905,457
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $8,769,493 |
| High net worth individuals | 10 | $38,135,964 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- formafinancialplanning.com
- Facebook @Forma-Financial-Planning
- Instagram @formafinancialplanning
- LinkedIn @david-bartoski-cfp®-70933191

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forma Financial Planning (CRD 330194): Form ADV filing data as of October 2026.