Firm
Forma Financial Planning
Boerne, Texas
Fee-only
Forma Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 29 individual clients, 10 of them high net worth.
- Its average account is about $443,000 (assets it manages divided by its 106 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Boerne, Texas |
|---|---|
| Website | formafinancialplanning.com |
| [email protected] | |
| Phone | (830) 443-2904 |
Forma Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"$0 – $1,000,000 1.00%" source
"Our minimum account size requirement is $500,000 per household to open or maintain an account under our management." source
"Our minimum account size requirement is $500,000 per household to open or maintain an account under our management." source
"The fee is based on a percentage of assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $47 million |
| Individual clients | 19 |
| High-net-worth clients | 10 |
| Accounts managed | 106 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 15, 2026 |
| SEC record | CRD 330194 |