# Whitford Financial Planning

> Whitford Financial Planning is a state-registered investment advisory firm in Exton, PA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 325988
- Filed as: WHITFORD FINANCIAL PLANNING
- Legal name: Whitford Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Exton, PA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325988
- AdvisorCensus page: https://advisorcensus.com/firm/whitford-financial-planning-exton-pa-325988

## Quick answers

**How is Whitford Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Whitford Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Whitford Financial Planning located?**
Whitford Financial Planning's principal office is in Exton, PA, according to its Form ADV.

**Is Whitford Financial Planning registered with the SEC or a state?**
Whitford Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325988.

**How much does Whitford Financial Planning manage?**
Whitford Financial Planning reports $18,652,231 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**What types of clients does Whitford Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (9).

**Does Whitford Financial Planning report any disciplinary disclosures?**
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/325988

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,652,231
- Discretionary: $18,652,231
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,183,619 |
| High net worth individuals | 9 | $13,468,612 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whitfordfp.com
- Facebook facebook.com
- YouTube @UC_B1xaFA489i_LkiubQcccg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whitford Financial Planning (CRD 325988): Form ADV filing data as of October 2026.