FREITAG FINANCIAL GROUP, LLC

RIASEC Registered

Total AUM

$54.7M

Discretionary

0% of AUM

Avg account

$320K

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 150444
Website: www.freitagfinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.53%
Individuals12.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Freitag Financial Group, LLC is a small, owner-operated independent Registered Investment Adviser that serves individual and family clients. The firm leans heavily toward equity investing and delivers financial planning alongside portfolio management for individuals, small businesses and institutional clients, and it also provides pension consulting. Their billing mixes a percentage-of-assets model with hourly and fixed-fee engagements, which reflects a hybrid planning-and-implementation practice rather than a pure retainer model. Investment activity at the firm is predominantly non-discretionary: client relationships are constructed so that Freitag Financial Group provides advice and recommendations while clients retain execution authority. The firm is not positioned as an ESG specialist and does not operate as a multi-state adviser. Freitag Financial Group was recognized by FA Magazine in 2020 as a Top RIA Firm, a nod to its market presence among smaller independent advisers.