PlannerFees

Ford Financial Solutions, LLC fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 28, 2026, Ford Financial Solutions, LLC charges $400 an hour, a flat or project fee of $2,500, and a monthly fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“In the event of​ ​early termination, the client will be billed for the hours worked at a rate of $400 per hour.”
Flat or project fee
$2,500
“The fixed fee can range from $2,500 to​ ​$7,000.”
Monthly fee
$1,500/mo
“Please review the fee and compensation information​ ​below.​ ​Ongoing Comprehensive Financial Planning and Investment Management​ ​ ngoing Comprehensive Financial Planning is offered for an initial upfront fee ranging between​ O ​$1,500 and $5,000 and an ongoing fee that is paid monthly, in advance, at the rate of…”

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

How Ford Financial Solutions, LLC bills

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

  • “The fee may be negotiable in certain cases.”
  • “Advisory fees are paid​ ​electronically via AdvicePay.​ ​ o increase in the annual fee shall be effective without agreement from the client by signing a​ N ​new agreement or amendment to their current advisory agreement.”
  • “The fee may be negotiable in certain cases and is due at the​ ​completion of the engagement.”

How Ford Financial Solutions, LLC’s fees compare

  • Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
  • 38 of the 69 other planners in New York that publish an hourly rate charge less.
  • Its flat or project fee of $2,500 is below the New York median of $4,500. 26% of the 251 other New York planners that publish a flat or project fee charge less.
  • 8 of the 52 other planners in New York that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Ford Financial Solutions, LLC

“Any needed updates will be implemented​ ​at that time.​ ​Investment Management​ ​ s part of our Comprehensive Financial Planning service, we offer investment management​ A ​services by referring clients, where appropriate, to third-party asset management managers​ ​(“Outside Managers”) for portfolio management…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Julie E. Ford
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
28
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$20,903,728
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
282588
Website
fordfinancialsolutions.com (opens in new tab)
Phone
(212) 799-0631

Can advise clients in 2 states: Louisiana, New York

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