Freedom Financial & Business Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 151833
- Website
- freedomfinancialplan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.08%
- Individuals8.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Financial & Business Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing model includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator, does not report being an active ESG investor, and is not identified as a multistate adviser or related adviser in the source material.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other43%
- Exchange Traded Equities42%
- Cash & Cash Equivalents14%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1Maria Erickson
FounderCRD 5726354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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