FREEDOM WEALTH COACHING, LLC

Overview

Freedom Wealth Coaching, LLC is a privately held limited liability company owned by an individual and positioned as an advisory and capital-allocation adviser. The firm lists financial planning services, selection of other advisers, and pension consulting services among its advisory activities and offers a mix of fee arrangements, including percentage-of-AUM fees, hourly charges, fixed fees, and other billing approaches. The firm identifies itself as a capital allocator and reports using third-party managers for at least some client mandates. It is not flagged as an active ESG investor; its regulatory registration year is not provided and its classification is listed as unclassified. The firm is not described as newly formed.

Investments & Alternatives

Location & Offices