Forbes Financial Planning, Inc.

Forbes Financial Planning, Inc. (CRD# 143912) is a financial advisory firm headquartered in East Greenwich, RI. They manage $36,681,137 in 245 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $149,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, RI

Financial Advisors at Forbes Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel P. Forbes
CRD#: 3055207
660 Main Street, Unit C-3, East Greenwich, RI 02818
96
Wealthminder
score

Daniel Forbes (CRD# 3055207) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has over 9 years of experience in the finance industry. Daniel Forbes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jane E. McAuliffe
CRD#: 3031341
660 Main Street, Unit C-3, East Greenwich, RI 02818
93
Wealthminder
score

Jane McAuliffe (CRD# 3031341) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has over 18 years of experience in the finance industry.

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