Fee-only adviser · Exton, PA
Whitford Financial Planning
Whitford Financial Planning is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Exton, Pennsylvania. On its latest Form ADV, filed September 21, 2026, it reports $19M in regulatory assets under management, 19 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 325988 |
| Office | 211 Welsh Pool Road, Suite 106 Exton, PA 19341 |
| Phone | (484) 881-0070 |
| Website | www.whitfordfp.com |
| Regulatory assets under management | $19M |
| Individual clients | 10 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 21, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Exton
- Summit Group Retirement Planners, Inc. $302M
- Ehb Financial Resources Managemnt, Inc. $164M
- Prowell Financial Management, LLC $6.9B
- Private Wealth Management, LLC $72M
- Birch Run Investments, LLC $457M
See all 6 fee-only advisers in Exton →
Nearby
- Downingtown 4 firms
- Malvern 8 firms
- West Chester 6 firms
- Phoenixville 2 firms
- Paoli 3 firms
- Berwyn 8 firms
- Coatesville 1 firm
- Glen Mills 2 firms
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