Casi Fors
Fors Financial · Port Angeles, Washington
Casi Fors is a fee-only financial advisor at Fors Financial in Port Angeles, Washington. Fors Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fors Financial |
|---|---|
| Based in | Port Angeles, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $134.9M across 529 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4511451 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.forsfinancialconsulting.com |
How Casi's firm compares
- Fors Financial's average account is about $255,000, from its Form ADV (assets managed divided by 529 accounts).
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Questions about Casi
Is Casi Fors a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casi holds no broker registration, and Fors Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casi charge for financial advice?
Casi's firm, Fors Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Casi Fors based?
Casi Fors is based in Port Angeles, Washington.
Is Casi Fors registered with the SEC?
Yes. Casi Fors is registered as an investment adviser representative in WA (CRD 4511451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fors Financial manage?
Fors Financial reports $134.9M across 529 accounts in assets under management.
How do I contact Casi Fors?
Through Casi's website, www.forsfinancialconsulting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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