Ford Financial Fitness
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ford Financial Fitness, LLC is an independent, fee‑only registered investment adviser operated by a single advisor. The firm provides discretionary and non‑discretionary investment management and both project‑based and ongoing financial planning services for individuals, with a stated focus on high‑net‑worth clients rather than non‑HNW retail clients.
The firm develops individualized investment policies and asset‑allocation targets through fundamental and cyclical analysis and mutual fund/ETF research, implementing portfolios with a mix of passive and active strategies and a generally long‑term holding orientation. Clients can request socially conscious/ESG approaches and may impose reasonable written restrictions; the advisor monitors accounts and conducts periodic (quarterly) reviews while managing assets on an AUM basis.
Noteworthy features include the practice’s small, boutique scale—about $13.4 million in discretionary AUM across roughly 40 clients—and a trading policy that executes client orders on an individual basis rather than aggregating block trades. The sole advisor also maintains an outside mortgage‑banking role that occupies roughly 25% of trading‑hour time, and the firm relies primarily on custodian statements for account reporting rather than providing separate in‑house performance reports.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees range from $1,000 to $5,000
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.85%
$400 per hour for project-based financial planning
Ongoing financial planning fees paid monthly in arrears ranging from $100 to $1,000
Minimum fee: Initial $500 fee for ongoing financial planning; ongoing planning fees range from $100 to $1,000 per month Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation
Main office
Plymouth MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Ford Financial Fitness · Ford Financial Fitness LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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