Freedom Financial Advisors

Overview

Freedom Financial Advisors operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, combining financial planning and portfolio management for individuals and small businesses with brokerage of insurance and other financial products. Its fee arrangements include both a percentage-of-assets model and fixed fees. Freedom Financial Advisors does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives