Whitford Financial Planning
Lititz, Pennsylvania
Whitford Financial Planning at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients, 9 of them high net worth.
- Its average account is about $296,000 (assets it manages divided by its 63 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lititz, Pennsylvania |
|---|---|
| Website | whitfordfp.com/napfa |
| [email protected] | |
| Phone | (484) 881-0070 |
Questions about Whitford Financial Planning
How is Whitford Financial Planning paid?
Whitford Financial Planning's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Whitford Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Whitford Financial Planning.
What is the average account at Whitford Financial Planning?
Whitford Financial Planning's average account is about $296,000. That's the assets on its Form ADV divided by its 63 accounts.
Whitford Financial Planning fees
Whitford Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 10 |
| High-net-worth clients | 9 |
| Accounts managed | 63 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 21, 2026 |
| SEC record | CRD 325988 |