FINANCIAL FREEDOM PLANNERS

Overview

Financial Freedom Planners operates as a limited liability company under individual ownership and positions itself primarily as a financial planning and education practice. The firm’s stated activities emphasize comprehensive planning work and client education through seminars and workshops rather than serving as a capital allocator or running large discretionary mandates. Its fee model is oriented to project- and advice-based work, using hourly charges and fixed fees rather than asset-based billing. The firm does not identify as an active ESG investor and is not organized to serve multiple states, which suggests a focused, local client footprint. Investment activity appears centered on selecting third-party managers and packaged investment products rather than building bespoke in-house strategies. Reported business lines and fee structure indicate the adviser’s role is largely consultative: delivering planning, recommending products, and arranging access to external managers and vehicles for clients rather than running large pooled investment programs.

Assets & Accounts

Investments & Alternatives

Location & Offices