Whitford Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,652,231
Clients
19
47% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$981,696
About
Whitford Financial Planning is a fee-only registered investment adviser that provides investment management and ongoing financial planning to individuals — including high-net-worth clients — and to employer-sponsored retirement plans and plan sponsors. The firm offers portfolio management, ongoing planning engagements, and employer retirement plan consulting and discretionary plan management in addition to broader financial planning services.
The firm’s investment process emphasizes portfolio construction based on modern portfolio theory, blending fundamental and technical analysis and using passive index funds and ETFs as core holdings while accommodating active or socially conscious sleeves at client request. Portfolios are managed on a discretionary basis with individualized asset-allocation targets, periodic reviews, and ongoing monitoring; investment management clients receive ongoing financial planning as part of the engagement.
Distinctive features include roughly $18.7 million in assets under management across 19 client relationships — an average AUM per client near $1 million — and the provision of ERISA fiduciary and 3(38)-style discretionary plan management for employer plans, which is less common for firms of this size. The firm uses a digital custodial platform that supports automated account opening and rebalancing, has shifted custodians in recent years, focuses on ongoing rather than project-based planning, and receives a modest portion of revenue from sales of a book authored by its principal.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fee for Project-Based Financial Planning ranging from $2,000 to $4,000
$0 - $5,000,000: 0.85% Above $5,000,000+: 0.60%
Minimum fee: Minimum quarterly fee of $1,500 for Investment Management services Fee-only: Ongoing Financial Planning fees billed monthly $250 - $500 per month; Project-Based Financial Planning fixed fees $2,000 - $4,000
Main office location
Whitford Financial Planning
600 Eagleview Boulevard, Suite 300
Exton PA 19341, United States
Number of offices
1
Most active in
Whitford Financial Planning has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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