Firm
Ford Financial Solutions, LLC
New York, New York
Fee-only
Ford Financial Solutions, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 28 individual clients, 17 of them high net worth.
- Its average account is about $176,000 (assets it manages divided by its 119 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | fordfinancialsolutions.com |
| [email protected] | |
| Phone | (212) 799-0631 |
Ford Financial Solutions, LLC fees
Ford Financial Solutions, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 11 |
| High-net-worth clients | 17 |
| Accounts managed | 119 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 282588 |