AdvisorCensus / Financial advisors / Washington / Fors Financial
Fors Financial
Filed as FORS FINANCIAL · Legal name Fors Financial Consulting, PS
Fors Financial is an SEC-registered investment advisory firm in Port Angeles, WA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.
Quick answers
From the filingHow is Fors Financial compensated?
On its Form ADV (Item 5.E, October 2026), Fors Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Fors Financial charge?
Its Form ADV Part 2A brochure dated March 3, 2026 states: Flat fee: $7,500 (Financial Consulting); Hourly rate: $400 an hour (Financial Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Fors Financial located?
Fors Financial's principal office is in Port Angeles, WA, according to its Form ADV.
Is Fors Financial registered with the SEC or a state?
Fors Financial is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335705.
How much does Fors Financial manage?
Fors Financial reports $134,918,643 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).
How have Fors Financial's assets and staff changed since 2025?
In the Form ADV data for Fors Financial: Regulatory assets under management: $107,310,617 in the October 2025 data and $134,918,643 in the October 2026 data, up 26%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Fors Financial serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (43).
Which custodians does Fors Financial use?
Fors Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Fors Financial report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335705
What changed in Fors Financial's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $107,310,617 to $134,918,643 (+26%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: $7,500
The brochure's wording
We do not have a minimum account fee, but we have a minimum advisory fee of $7,500 per year. However, this minimum may be waived or lowered at our sole discretion.
Flat fee: $7,500 (Financial Consulting)
The brochure's wording
Client can engage us for Financial Consulting where we charge either a flat fee up to $7,500 or up to $400 per hour.
Hourly rate: $400 an hour (Financial Consulting)
The brochure's wording
Client can engage us for Financial Consulting where we charge either a flat fee up to $7,500 or up to $400 per hour.
As stated in the firm's Form ADV Part 2A brochure dated March 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$134,918,643 as of October 2026, filing dated March 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Fors Financial Consulting, PS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $134,918,643 | 3 | March 3, 2026 |
| October 2025 | $107,310,617 | 3 | June 4, 2025 |
Regulatory assets under management: $107,310,617 in the October 2025 data and $134,918,643 in the October 2026 data, up 26%.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $107,310,617 to $134,918,643 (+26%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fors Financial (CRD 335705): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fors-financial-port-angeles-wa-335705