Ford Financial Advisors, Limited
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ford Financial Advisors, Limited provides comprehensive financial advisory services to individuals and small businesses, including financial planning, quantitative portfolio analysis, and ongoing non-discretionary investment management. The firm states it places no account size minimum and encourages annual financial plans to help clients maintain a clear picture of their financial position.
Investment advice is tailored to each client’s goals, risk tolerance and time horizon, with an emphasis on long-term, diversified portfolios that rely primarily on mutual funds selected from top-quartile rankings and research sources such as Morningstar, S&P and Thompson Financial. The firm conducts periodic reviews, delivers written meeting summaries, and offers both ongoing asset-based management and consultative hourly engagements for single-issue advice.
Compared with many peers in the investment-manager category, the firm maintains an insurance broker relationship (SVNQ Insurance Marketing) and its adviser also sells life, health, disability, long-term care and Medicare-related insurance products, a separate activity disclosed as occupying a small portion of time. The firm further distinguishes itself by not accepting discretionary trading authority or custody of client assets and by having no formal broker-dealer affiliations, operating on a client-authorized trading model.
Client services
Financial planning
Portfolio management
Expertise
Long-term care insurance
Occupation focus
Educators, Teachers, and Academics
Fee options
$300 per hour for consultative advice on single issues
Minimum fee: Minimum annual fee of $2,000 for Financial Planning
Main office location
Ford Financial Advisors, Limited
Pittsburgh PA, United States
Number of offices
1
Most active in
Ford Financial Advisors, Limited has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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