David Bartoski
Forma Financial Planning · Boerne, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $46.9M across 106 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4910499 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.formafinancialplanning.com |
| Profile |
How David's firm compares
- Forma Financial Planning's average account is about $443,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about David
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.
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
- Forma Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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