CRD: 282588
Ford Financial Solutions, LLC
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-03-2016
- Office Locations
- 1
Office Locations
About Ford Financial Solutions, LLC
Ford Financial Solutions (New York) is a fee-only, fiduciary planning firm led by Julie Ford (CFP, CPA) and Tony Ford (JD, CFP). They deliver comprehensive, values-based financial plans for life transitions (retirement/early retirement, career shifts, college, charitable giving) via ongoing or one-time engagements, in person or virtually. Client focus is city-dwelling couples in their 30s-40s; portfolios are primarily ETF-based. Featured in NYT/WSJ/Forbes.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 53 clients, or 26.5 clients per representative. That equates to $394.4K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JULIE ELIZABETH FORD
Chief Executive Officer, Financial Planner, Founder, Owner
- CRD
- #5551913
- Ownership
- 75% or more
Anthony Joseph Ford
Chief Compliance Officer, Financial Planner
- CRD
- #7305628
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,903,728 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,903,728 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ford Financial Solutions, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.