Fordham Financial Services, Inc. fees and pricing

Financial planner in Hoschton, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Fordham Financial Services, Inc. charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “FFS charges an hourly fee of $150 an hour for Financial Planning Services, billed upon completion of services.”

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

“Portfolio management fees are generally payable quarterly, in advance.”
“If management begins after the start of a quarter, fees will be prorated accordingly.”
“When FFS provides tax-related and/or general consulting services to clients, these services are generally billed separately from FFS’s portfolio management services.”

Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®, CPA, and CFA.
Registered as an adviser: 1999 (27 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 43
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $26,663,297
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 125887
Website: fordhamfinancialinc.com (opens in new tab)
Phone: (770) 736-6854

Is something on this page wrong or out of date?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.