Forbes Financial Planning, Inc. fees and pricing
Financial planner in East Greenwich, Rhode Island. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Forbes Financial Planning, Inc. charges $400 an hour, a flat or project fee of $4,000, and a quarterly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The fee is broken down as follows: 1) $2,000 for initial setup; 2) $500 per quarter for ongoing maintenance Following the first 12 months, the ongoing maintenance fee remains at $500 per quarter. 6|Page Hourly Financial Planning Fee Financial planning is also offered at an hourly rate of $400. 5(B)1 Payment Methods…”
- Flat or project fee
- $4,000
“Our standard fixed fee for a comprehensive financial plan is $4,000 for the first year.”
- Quarterly fee
- $500/qtr
“The fee is broken down as follows: 1) $2,000 for initial setup; 2) $500 per quarter for ongoing maintenance Following the first 12 months, the ongoing maintenance fee remains at $500 per quarter. 6|Page Hourly Financial Planning Fee Financial planning is also offered at an hourly rate of $400. 5(B)1 Payment Methods…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Forbes Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are then invoiced each quarter in arrears for ongoing maintenance.”
- “If the Client terminates the agreement within five (5) days of its signing, the Client will receive a full refund of all fees.”
- “Fees for related accounts may be negotiable for purposes of calculating assets under management.”
How Forbes Financial Planning, Inc.’s fees compare
- Its hourly rate of $400 is above the Rhode Island median of $280. 80% of the 15 other Rhode Island planners that publish an hourly rate charge less.
- Its flat or project fee of $4,000 is above the Rhode Island median of $3,625. 62% of the 13 other Rhode Island planners that publish a flat or project fee charge less.
About Forbes Financial Planning, Inc.
- Firm size: 3 employees.
- Founded: 2007 (19 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.1% a year
- Clients
- 871
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $240,541,107
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143912
- Phone
- (401) 885-7300
Can advise clients in 5 states: Connecticut, Florida, Massachusetts, New York, Rhode Island
Other planners in East Greenwich that publish fees
- Lincoln Capital CorporationEast Greenwich$1,200-$5,000
- Alvarez & Associates FinancialCentral Falls$200/hr, $750-$1,500
- Axis Wealth Partners, LLCEast Providence$150/hr, $250-$2,500
- Blue Chip Financial Advisors, LLCEast Providence$250/hr
- Bountiful Investment Management LLCRumford$250/hr, $500-$5,000
- Breachway Investments, LLCCharlestown$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.