# David Bartoski

> David Bartoski is a fee-only financial advisor at Forma Financial Planning in Boerne, Texas, who holds the CFP credential. David charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/david-bartoski/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Forma Financial Planning
- **Based in:** Boerne, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $46.9M across 106 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4910499 (https://adviserinfo.sec.gov/individual/summary/4910499)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.formafinancialplanning.com

## Frequently asked questions

### Is David Bartoski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Forma Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### How much does David charge?

According to Forma Financial Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Does David work with clients virtually?

Yes. Forma Financial Planning says on its website that it works with clients remotely.

### Where is David Bartoski based?

David Bartoski is based in Boerne, Texas.

### What does David specialize in?

David's specialties include retirement planning. David works with retirees and pre-retirees.

### What credentials does David Bartoski hold?

David Bartoski holds the CFP credential.

### Is David Bartoski registered with the SEC?

Yes. David Bartoski is registered as an investment adviser representative in TX (CRD 4910499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Forma Financial Planning manage?

Forma Financial Planning reports $46.9M across 106 accounts in assets under management.

### How do I contact David Bartoski?

Through David's website, www.formafinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4910499): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.formafinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.