FREEDOM FINANCIAL ADVISORS, LLC

Overview

Freedom Financial Advisors, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm combines fee-based wealth management with insurance brokerage and comprehensive financial planning. Its advisory services include portfolio management for individuals and small businesses, retirement and pension consulting, and educational seminars—indicating a client-facing, advice-driven model rather than institutional or large-scale capital‑raising activity. Investment activity is tilted toward equities, with a clear preference for exchange‑traded instruments as the core sleeve of client portfolios. The firm does not act as a capital allocator in the sense of sponsoring third‑party funds, but it does incorporate third‑party alternative managers into client solutions. Fee arrangements are flexible (percentage of AUM, hourly, and fixed fees), which supports both ongoing wealth management relationships and smaller, project‑based engagements.

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