WHITFORD FINANCIAL PLANNING

WHITFORD FINANCIAL PLANNING of EXTON, PA is an SEC-registered investment adviser (CRD 325988). Regulatory assets under management: $18.7M.

Registration

• CRD: 325988
• Type: Registered investment adviser
• Location: 600 EAGLEVIEW BOULEVARD, SUITE 300, EXTON, PA, 19341
• Phone: 484-881-0070
• Latest filing: 2026-01-17
• Regulatory AUM: $18.7M
• Discretionary AUM: $18.7M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325988 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search