Ford Financial Advisors, Limited fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Clients requesting consultative advice on single issues will be billed at an hourly rate of $300.00.”

Flat or project fee

$1,200

“Financial Planning clients are charged a minimum annual fee of $2,000.00 for Financial Planning, $1,200 of which is payable at the time the initial planning agreement is signed.”

Annual fee

$2,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ford Financial Advisors, Limited bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Each year, Financial Planning clients will be billed one month prior to their annual meeting.”
• “Clients are billed for all fees incurred.”

How Ford Financial Advisors, Limited’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 12 of the 15 other planners in Pittsburgh that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Pennsylvania median of $3,650. 16% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the Pennsylvania median of $6,000. 14% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• None of the 7 other planners in Pittsburgh that publish an annual fee charge less.

About Ford Financial Advisors, Limited

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$2,000 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147314

Website

fordfinancialadvisors.com (opens in new tab)

Phone

(412) 681-0681

Other planners in Pittsburgh that publish fees

• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A. Neff Associates LLCPittsburgh$150/hr
• Allegheny Financial GroupPittsburgh$500/hr
• Allegheny InvestmentsPittsburgh$500/hr
• Centerview Wealth Advisors, LLCPittsburgh$100⁠-⁠$300/hr, $500⁠-⁠$30,000
• DS Wealth Advisors, Inc.Pittsburgh$100⁠-⁠$150/hr

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