Whitford Financial Planning (WFP) offers investment management and financial planning services. WFP develops investment plans based on client goals and manages portfolios on a discretionary basis. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. WFP also provides retirement plan consulting and management services to employer plan sponsors.
Assets Under Management$19M
Clients19
Advisors1
Avg. per Client$980K
Avg. per Advisor$19M
www.youtube.com/channel/uc_b1xafa489i_lkiubqccc... ·www.facebook.com/profile.php?id=61550863723966 ·www.whitfordfp.com
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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