Ford Financial Fitness

Overview

Ford Financial Fitness is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with a fee model that mixes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which allows it to serve both traditional ongoing advisory relationships and project-based planning clients. Its ADV classifies it as an active ESG investor, so environmental, social and governance considerations are incorporated into investment selection and portfolio construction. Investment emphasis is equity-oriented: the firm’s stated asset preference is equities and its filings show the majority of assets are held in exchange-traded equities. Services are designed for individual and family clients rather than institutional pension or multi-state advisory mandates. Custody and trade execution run through Charles Schwab & Co., Inc., which supports the firm’s public-market focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices