Ford Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
One-time comprehensive financial planning fixed fees range from $2,500 to $7,000, with billing for early termination at $400/hour
Financial planning hourly fees range from $350 to $550 per hour
Ongoing comprehensive financial planning monthly subscription fees from $200 to $1,500 per month, paid in advance
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
1345 Avenue of the Americas
New York NY 10105
Advisors at this office
2
Most active in
Louisiana · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
Advisors at this firm
Anthony F
CFP®
New York, NY
Ford Financial Solutions, LLC
Anthony Ford is a CFP® professional with six years of experience in financial advising, currently serving at Ford Financial Solutions, LLC in New York, NY. He is also the owner and principal of Ford Law, PLLC, a New York-based law firm providing legal services to individuals. Ford Financial Solutions serves individual clients across a range of wealth levels, providing comprehensive financial planning and discretionary investment management. The firm emphasizes a passive investment approach using low-cost exchange-traded funds and diversified asset-allocation models, often implementing portfolios through referrals to outside managers while conducting due diligence and monitoring.
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.
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