Freedom Financial Advisors, LLC

Overview

Freedom Financial Advisors, LLC is an independent, individual-owned registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm operates primarily on a non-discretionary basis, delivering advice and implementation recommendations rather than exercising buy/sell authority over client accounts. Fee arrangements skew away from AUM-based billing toward hourly and fixed-fee engagements, which signals a planning-centric client relationship and episodic project work in addition to ongoing advisory services. Investment activity concentrates on publicly traded investment vehicles—mutual funds and similar pooled products—with the firm not positioning itself as a capital allocator to a broad menu of third‑party alternative managers. Freedom Financial Advisors does include alternative real estate exposure in client strategies and uses annuities where they fit client objectives (income generation, longevity protection, or tax-deferral). The adviser is not an ESG specialist and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices