Financial Freedom

RIASEC RegisteredEst. 2005
Total AUM
$443M
Discretionary
$0
0% of AUM
Avg account
$566K
Accounts
783
Employees
4
Advisory reps
3

Firm details

Headquarters
Cincinnati, Ohio
CRD number
118772
Registered since
January 3, 2005
Website
finfree.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI97.89%
  • Individuals2.11%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Financial Freedom is an independent RIA organized as a limited liability company and registered with the SEC since 2005. The firm is owner-operated and focuses its advice on individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee menu mixes AUM-based fees with hourly and fixed-fee engagements. According to firm disclosures, it does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 39%, Public Funds/Mutual Funds 24%, US Government Bonds 16%, Investment Grade Corp Bonds 13%, Cash & Cash Equivalents 7%, State & Local Bonds 1%39%
  • Exchange Traded Equities39%
  • Public Funds/Mutual Funds24%
  • US Government Bonds16%
  • Investment Grade Corp Bonds13%
  • Cash & Cash Equivalents7%

Owners & executives

2 of 2
  • Allen Osgood

    Allen Osgood

    Chairman / Founder / Chief Investment OfficerCRD 2825858

  • Andrew Federico

    Andrew Federico

    Chief Investment OfficerCRD 4860854

Contacts

1 of 1
  • Allen Osgood

    Allen Osgood

    PresidentCRD 4531333

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 96

Active vs passive

$234M in ETFs

Passive

92%

$215M

Active

5%

$18.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$17.4M23,6457.45%
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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
8044 Montgomery Rd
Time zone
ET (UTC-5)
Office locations

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