Julie Ford is a CFP-designated registered investment advisor at Ford Financial Solutions, LLC, based in New York, NY, with 10 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 26 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ford Financial Solutions does not directly manage investments. Instead, FFS refers clients to third-party asset managers. These outside managers charge their own separate fees, which will be disclosed to you before you hire them. FFS's financial planning fee includes assisting you in selecting an appropriate allocation model, interacting with the outside manager, and reviewing the outside manager.
Contact
Julie Ford
Location
1345 Avenue of the Americas, New York, NY, 10105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Beginning in October 2020, Julie serves as an expert witness in legal proceedings. This activity accounts for about 10% of her time.
Employment History
Current Registrations
Ford Financial Solutions, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
As a fee-onlyCERTIFIED FINANCIAL PLANNER™with over a decade of experience in the financial planning industry, Julie has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from young professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family.