FREEDOM FINANCIAL PARTNERS LLC
Firm details
- Headquarters
- OAKDALE, Minnesota
- CRD number
- 327560
- Registered since
- September 19, 2023
- Website
- ffpforme.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.15%
- Individuals17.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Freedom Financial Partners LLC is an independent, SEC-registered registered investment adviser that began registration in 2023 and is structured as a limited liability company owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of third‑party advisers. Freedom Financial positions itself as a capital allocator: it constructs client portfolios using a mix of public funds and external alternative managers rather than relying solely on in‑house product manufacturing. The firm charges both percentage‑of‑AUM and fixed fees and maintains an industry affiliation with an insurance company. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds73%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- US Government Bonds2%
Owners & executives
1 of 1JONATHAN HOLMGREN
Director of Operations and Chief Compliance OfficerCRD 4873140
Contacts
3 of 4KYLE PLAYFORD
Financial PlannerCRD 6722934
Matthew Brandeen
Financial PlannerCRD 7766026
JOHN SCHWALBACH
PartnerCRD 2769294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$324M in ETFs
27%
$88.1M
72%
$236M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $26.6M | 44,446 | 8.20% |
Location
OAKDALE, MN
WASHINGTON
Location
OAKDALE, MN
Headquartered in OAKDALE, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- WASHINGTON
- Address
- 600 Inwood Ave N
- Time zone
- CT (UTC-6)
- Office locations
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