# Julie Ford

> Julie Ford is a fee-only financial advisor at Ford Financial Solutions, LLC in New York, New York, who holds the CFP and CPA credentials. Julie charges an ongoing planning fee and a one-time planning fee.

Page: https://find.wellspent.co/advisors/julie-ford/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ford Financial Solutions, LLC
- **Based in:** New York, New York
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Assets under management (firm):** $20.9M across 119 accounts
- **Credentials:** CFP, CPA
- **CRD:** 5551913 (https://adviserinfo.sec.gov/individual/summary/5551913)
- **SEC registration:** Investment adviser representative in LA, NY, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://fordfinancialsolutions.com

## Frequently asked questions

### Is Julie Ford a fee-only financial advisor?

Yes. Julie Ford is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Julie's firm.

### How does Julie charge for financial advice?

Julie charges an ongoing planning fee and a one-time planning fee.

### Where is Julie Ford based?

Julie Ford is based in New York, New York.

### What credentials does Julie Ford hold?

Julie Ford holds the CFP and CPA credentials.

### Is Julie Ford registered with the SEC?

Yes. Julie Ford is registered as an investment adviser representative in LA, NY and TX (CRD 5551913), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ford Financial Solutions, LLC manage?

Ford Financial Solutions, LLC reports $20.9M across 119 accounts in assets under management.

### How do I contact Julie Ford?

Through Julie's website, fordfinancialsolutions.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38733): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.fordfinancialsolutions.com/): specialties, clients served, and fees, checked October 28, 2026

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