Ford Financial Solutions, LLC

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Client assets under management

$20,903,728

Clients

61% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$746,562

About

Ford Financial Solutions serves individual clients across a range of wealth levels, offering comprehensive financial planning and discretionary investment management. Services include ongoing retainer-based planning, one-time and hourly planning engagements, and assistance selecting outside asset managers for portfolio implementation.

The firm emphasizes a passive investment approach built with low-cost exchange-traded funds and diversified asset-allocation models, and it commonly implements portfolios by referring clients to outside managers such as Betterment Advisor Solutions and GeoWealth Management. FFS conducts due diligence and periodic monitoring of those managers and relies on institutional custodial platforms (e.g., Schwab and Betterment) that affect execution and operational processes.

Distinctive aspects include an affiliation with a law firm owned by a principal’s spouse — the adviser refers clients to that firm without receiving referral compensation, while the spouse also performs non-legal work for the adviser — and a small operating scale (roughly $21 million in AUM, two advisors, and about 28 client relationships). The firm also departs from the common percentage-of-AUM model by relying principally on retainer, fixed-fee, and hourly arrangements, and it offers paid educational seminars, speaking engagements, and online courses in addition to advisory services.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Occupation focus

Founder/Business Owner

Fee options

Fixed

One-time comprehensive financial planning fixed fees range from $2,500 to $7,000, with billing for early termination at $400/hour

Project-based

Financial planning hourly fees range from $350 to $550 per hour

Subscriptions

Ongoing comprehensive financial planning monthly subscription fees from $200 to $1,500 per month, paid in advance

Other

Minimum fee: Initial upfront fee between $1,500 and $5,000 for ongoing comprehensive financial planning Fee-only: Ongoing comprehensive financial planning monthly fees range from $200 to $1,500 per month, paid in advance; one-time comprehensive financial planning fees range from $2,500 to $7,000; hourly financial planning fees range from $350 to $550 per hour

Main office location

Ford Financial Solutions, LLC

1345 Avenue Of The Americas

New York NY 10105, United States

Number of offices

Most active in

Louisiana · New York · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 212-799-0631

Advisors at this firm

Anthony F

CFP®

New York, NY

Ford Financial Solutions, LLC

Anthony Ford is a CFP® professional with five years of experience in financial advising at Ford Financial Solutions, LLC in New York, NY. He is also the owner and principal of Ford Law, PLLC, a New York law firm providing legal services to individuals. Ford Financial Solutions serves both high-net-worth and non-HNW individual clients with comprehensive financial planning and coordinated investment management. The firm employs a primarily passive, asset-allocation-driven approach using low-cost index funds and third-party asset managers, and offers a range of planning engagements along with educational programming.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner

Julie F

CFP®

New York, NY

Ford Financial Solutions, LLC

Julie Ford is a CFP® professional with 10 years of experience in financial advising, currently serving at Ford Financial Solutions, LLC since 2015. She occasionally acts as an expert witness in legal proceedings and serves on the U.S. Board of Directors for The Navigators, a nonprofit religious ministry, where she participates on the finance committee without compensation. Ford Financial Solutions serves individual clients, including both high-net-worth and non-HNW households, providing comprehensive financial planning and coordinated investment management. The firm employs a primarily passive, asset-allocation-driven strategy using low-cost index funds and third-party asset managers, and offers various engagement models such as retainer relationships, hourly planning, and educational programs.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner

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