Freedom Financial Planning Solutions, LLC

Overview

Freedom Financial Planning Solutions, LLC is a small, independent registered investment advisor organized as an LLC and owned by an individual. The firm positions itself as a hybrid planning-and-portfolio shop: primary services listed include comprehensive financial planning, portfolio management for individuals and small businesses, selection of outside advisers, pension consulting-type work, and educational seminars. Freedom operates as a capital allocator, using external managers for some strategies and also acting as an “other financial product” salesperson. Its client base includes both individual and family clients as well as some institutional relationships. Fee arrangements are mixed—percentage of assets under management plus hourly and fixed-fee engagements—suggesting the firm handles one-off planning work alongside ongoing advisory relationships. The firm is not identified as an active ESG investor and appears to operate within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives