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FINANCIAL FREEDOM PLANNERS
Financial Freedom Planners offers objective, affordable, fee-only financial planning and investment advice. The firm provides financial planning solutions...
Overview
Financial Freedom Planners offers objective, affordable, fee-only financial planning and investment advice. The firm provides financial planning solutions through hourly and project-based engagements and acts as a true fiduciary with no asset under management fees or sales commissions. It has no net worth or investable asset requirements and focuses on making competent, objective advice accessible to people from all walks of life.
General information
Firm type
RIA
Location
City
Glen Allen
Principals
Charles R. Roberts
CFP®, Founder and CEO
John Condon
CFP®
Frequently asked questions
Is FINANCIAL FREEDOM PLANNERS a fiduciary?
Yes, as a registered investment advisor (RIA), the firm is legally bound to act as a fiduciary under the Investment Advisers Act of 1940. This means it must put client interests ahead of its own and fully disclose any conflicts of interest.
Does FINANCIAL FREEDOM PLANNERS invest in alternative assets?
The firm's core approach emphasizes traditional asset classes, including stocks, bonds, and cash equivalents. There is no public evidence it allocates to private equity, hedge funds, or venture capital.
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