Freedom Financial Partners LLC

RIASEC Registered

Total AUM

$378M

Discretionary

$378M

100% of AUM

Avg account

$344K

Accounts

1,100

Employees

8

Advisory reps

5

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

FINTRX

Overview

Freedom Financial Partners LLC is an independent registered investment adviser organized as an LLC; it registered with the SEC in 2023. The firm describes itself as a capital allocator serving individual and family clients and charges a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is affiliated with an insurance company and indicates it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds73%
Exchange Traded Equities13%
Cash & Cash Equivalents6%
State & Local Bonds4%
US Government Bonds2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 76

Active vs passive

$348M in ETFs

Passive

29%

$100M

Active

70%

$248M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD S&P 500 ETF (VOO)	Vanguard	Passive	Large Blend	$32M	45,623	9.19%

Unlock additional holdings →

Primary office

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

Similar firms

ALL Terrain Financial Advisors

Coon Rapids, MN

AUM $379MTEAM 4REPS 3

Abbey Street

Eden Prairie, MN

AUM $375MTEAM 13REPS 8

Dorval & Chorne Financial Advisors

Maple Grove, MN

AUM $374MTEAM 7REPS 4

Dougherty & Associates Financial Advisors, Inc.

Buffalo, MN

AUM $383MTEAM 9REPS 5

Tealwood Asset Management

Minneapolis, MN

AUM $365MTEAM 7REPS 6

India Capital LLC

Minneapolis, MN

AUM $365MTEAM 1REPS 2

More RIAs in Oakdale →All Minnesota RIAs →