Freedom Wealth Advisors, LLC

Overview

Freedom Wealth Advisors, LLC is an independent, owner-managed registered investment adviser operating as a limited liability company that serves individual and family clients. Its advisory practice combines financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of outside advisers. The firm charges a mix of fees — percentage of AUM, hourly, and fixed-fee arrangements — and is identified as a capital allocator that places client capital into third-party strategies and pooled vehicles. Freedom Wealth Advisors is not positioned as an ESG or multi-state specialist. The firm also lists sponsorship and direct operating roles (sponsor, general partner, managing member) in pooled investment vehicles, which suggests it both allocates to outside managers and can originate or manage pooled investments on behalf of clients.

Assets & Accounts

Investments & Alternatives