$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2023
- Office Locations
- 1
Office Locations
600 Eagleview Boulevard, Suite 300 Exton PA
About Whitford Financial Planning
Whitford Financial Planning is an independent, fee-only fiduciary firm providing investment management and holistic planning focused on retirement, tax, and inheritance decisions. The team keeps a limited client load for highly personalized advice and emphasizes diversified, low-cost ETF-based portfolios. Affiliated with XY Planning Network and featured in outlets such as The Wall Street Journal and Forbes.
Team overview
47 AVG AGE
$18.7M AVG AUM / ADVISOR
$932.6K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MICHAEL SCOTT HELVESTON
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #3208618
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,652,231 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,652,231 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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