RIA Intel›Advisers›Pennsylvania›WHITFORD FINANCIAL PLANNING LLC

WHITFORD FINANCIAL PLANNING LLC

Advisory

EXTON, PA

Data as of Jan 17, 2026 · Source: SEC Form ADV

Rank in PA

#1,265

of 1,528 advisers by AUM

Average account

$296K

across 63 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 17, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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GAGE WEALTH MANAGEMENT GROUP

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