Julie Ford
Ford Financial Solutions, LLC · New York, New York
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.
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Facts
| Firm | Ford Financial Solutions, LLC |
|---|---|
| Based in | New York, New York |
| Fee model | Ongoing planning fee · One-time planning fee |
| Assets under management | $20.9M across 119 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in LA, NY, TX · CRD 5551913 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | fordfinancialsolutions.com |
| Profile |
How Julie's firm compares
- Ford Financial Solutions, LLC's average account is about $176,000, from its Form ADV (assets managed divided by 119 accounts).
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Questions about Julie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Ford Financial Solutions, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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