Fors Financial Consulting, PS provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Fors Financial Consulting, PS reports 240 clients. They include 197 individual clients and 43 high-net-worth individuals. Of its assets, 100.0% ($135M across 529 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 43% |
| High-net-worth individuals | 18% | 57% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 197 | $58.5M | 43.3% | $297K |
| High-net-worth individuals | 43 | $76.4M | 56.7% | $1.78M |
| Total | 240 | $135M | 100% | $562K |
- Clients
- 197
- Regulatory AUM
- $58.5M
- AUM share
- 43.3%
- Avg. per client
- $297K
- Clients
- 43
- Regulatory AUM
- $76.4M
- AUM share
- 56.7%
- Avg. per client
- $1.78M
Total
- Clients
- 240
- Regulatory AUM
- $135M
- AUM share
- 100%
- Avg. per client
- $562K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Fors Financial Consulting, PS charges up to 1.50% for its Wealth management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial consulting
- Financial consulting is a flat fee up to $7,500 or up to $400 an hour, set in the consulting agreement and waivable at the firm's discretion.
Joseph Fors owns 75% or more of Fors Financial Consulting, PS. The leadership team of Fors Financial Consulting, PS includes President Joseph Fors. It has 3 employees, 2 of them in advisory roles.
Leadership
- Joseph ForsPresident/CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Fors Financial Consulting, PS
Joseph Fors
Control person · since March 2025
Fors Financial Consulting, PS’s regulatory assets grew from $107M (June 2025) to $135M (March 2026); clients rose from 189 to 240 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $135M | 240 | 3 | 1 |
| June 2025 | $107M | 189 | 3 | 1 |
Besides its headquarters, Fors Financial Consulting, PS has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 1001 E Front St, Port AngelesHQ
Contact and registration details
- Legal name
- Fors Financial Consulting, PS
- Headquarters
- 1001 E Front St, Port Angeles, WA 98362
- Website
- Not reported
- Phone
- 360-457-6116
- SEC file
- 801-132459
- Structure
- Washington corporation
- Fiscal year end
- December
Fors Financial Consulting, PS uses Charles Schwab ($135M) as custodian for its separately managed accounts. Fors Financial Consulting, PS has custody of $21.3M in client assets for 48 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $135M100%
At year end, Fors Financial Consulting, PS’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks2%
- Funds93%
- Cash5%
How many clients does Fors Financial Consulting, PS have?
Fors Financial Consulting, PS has 240 clients and manages $135 million for them, as of March 2026. They include 197 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Fors Financial Consulting, PS offer?
Fors Financial Consulting, PS provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fors Financial Consulting, PS charge?
Fors Financial Consulting, PS charges up to 1.50% for its Wealth management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Which custodians does Fors Financial Consulting, PS use?
Fors Financial Consulting, PS’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $135M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Fors Financial Consulting, PS have?
Fors Financial Consulting, PS has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fors Financial Consulting, PS invest in?
At the end of its last fiscal year, Fors Financial Consulting, PS’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fors Financial Consulting, PS?
Fors Financial Consulting, PS’s direct owner is Joseph Fors (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Fors Financial Consulting, PS get paid?
Fors Financial Consulting, PS is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fors Financial Consulting, PS?
Fors Financial Consulting, PS’s main office is at 1001 E Front St, Port Angeles, WA 98362. Its phone number is 360-457-6116.