Ford Investment & Retirement Management LLC fees
Financial planner in York, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 24, 2026, Ford Investment & Retirement Management LLC (York, PA) charges a flat or project fee of up to $2,500 and a monthly fee of up to $125 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change.
- Flat or project fee
- Up to $2,500
Capped at $2,500, at or below the Pennsylvania median of $4,000.
“Fixed fees range up to $2500.”
- Monthly fee
- Up to $125/mo
“Ongoing fees range up to $125 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Ford Investment & Retirement Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 24, 2026
- CRD number
- 315920 (opens in new tab)
- Phone
- (717) 515-0412
Other planners in York that publish fees
- Johnson & White Wealth Management LLCYorkHourly $250-$400/hr, Flat $2,000-$15,000
More planners in Pennsylvania that publish fees
- All-Pro Advisors LLCGibsoniaFlat $250-$30,000, Monthly $100-$1,500/mo
- HealthyFPConshohockenHourly $400/hr, Flat $3,000-$8,000
- Great Oak Wealth Management, IncPottstownHourly $300/hr
- Livelihood LLCPhiladelphiaHourly $100-$400/hr, Flat $1,800-$5,500
- 80 West Asset Management, LLCPittsburghHourly $250/hr, Annual $2,000/yr
- Worrell Financial LLCWest ChesterHourly $250/hr, Flat $500-$3,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.