F
Ford Financial Fitness
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,422,000
Clients
43
2% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$312,140
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
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Occupation focus
Founder/Business Owner
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 location
Ford Financial Fitness
Plymouth MI, United States
Number of offices
1
Most active in
Ford Financial Fitness has reported serving >5 clients in these states in the last 12 months.
Michigan
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:
-
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.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
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