# Fors Financial

> 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.

- CRD: 335705
- Filed as: FORS FINANCIAL
- Legal name: Fors Financial Consulting, PS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Port Angeles, WA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335705
- AdvisorCensus page: https://advisorcensus.com/firm/fors-financial-port-angeles-wa-335705

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Minimum annual fee: $7,500

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $134,918,643
- Discretionary: $134,918,643
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $58,475,341 |
| High net worth individuals | 43 | $76,443,302 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [forsfinancialconsulting.com](https://forsfinancialconsulting.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $107,310,617 | 3 | June 4, 2025 |
| October 2026 | $134,918,643 | 3 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $107,310,617 to $134,918,643 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fors Financial (CRD 335705): Form ADV filing data as of October 2026.