{
  "crd_number": 282588,
  "slug": "ford-financial-solutions-llc-new-york-ny-282588",
  "primary_business_name": "FORD FINANCIAL SOLUTIONS, LLC",
  "legal_name": "FORD FINANCIAL SOLUTIONS, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-03-11",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-28",
  "carried_forward": false,
  "raum_total": 20903728.0,
  "raum_discretionary": 20903728.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5362939.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 15540789.0,
      "count": 17
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "NY"
  ],
  "websites": [
    "https://facebook.com/fordfinancialsolutions",
    "https://fordfinancialsolutions.com",
    "https://linkedin.com/in/julie-ford-cfp®-cpa-8762a2ab",
    "https://pinterest.com/fordfinancialsolutions",
    "https://twitter.com/julieford23",
    "https://youtube.com/channel/UCTytiJ81KBJ3apNLlxFQvzA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282588",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/ford-financial-solutions-llc-new-york-ny-282588",
  "display_name": "Ford Financial Solutions, LLC",
  "summary": "Ford Financial Solutions, LLC is a state-registered investment advisory firm in New York, NY, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.",
  "citation": "AdvisorCensus. Ford Financial Solutions, LLC (CRD 282588): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Ford Financial Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ford Financial Solutions, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Ford Financial Solutions, LLC located?",
      "a": "Ford Financial Solutions, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Ford Financial Solutions, LLC registered with the SEC or a state?",
      "a": "Ford Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282588."
    },
    {
      "q": "How much does Ford Financial Solutions, LLC manage?",
      "a": "Ford Financial Solutions, LLC reports $20,903,728 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Ford Financial Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Does Ford Financial Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282588"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ford-financial-solutions-llc-new-york-ny-282588.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 5362939.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 15540789.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282588",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}