FREEDOM FINANCIAL ADVISORS

Overview

Freedom Financial Advisors is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individuals and families, providing financial planning and portfolio management for both personal and small-business clients. Its business activities include insurance brokerage and other financial product sales, which complements its advisory work and helps explain the firm's use of annuities among client solutions. Investment behavior centers on liquid, exchange‑traded equities and ETF wrappers as core building blocks. Freedom Financial Advisors reports a clear equity preference, using publicly traded equities for most client portfolios while supplementing those core positions with third‑party alternative managers—specifically hedge funds and real estate funds—on a limited basis. The firm charges a mix of percentage‑of‑AUM and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices