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Free State Financial Planning
Free State Financial Planning provides advice-only financial planning for Maryland families, including retirement readiness, tax-saving opportunities, estate...
Overview
Free State Financial Planning provides advice-only financial planning for Maryland families, including retirement readiness, tax-saving opportunities, estate and legacy planning, charitable giving strategies, and portfolio analysis. The firm uses flat-fee pricing with no commissions or referral fees. It is led by a Columbia, Maryland Certified Financial Planner who acts as a fiduciary.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Highland
Corporate office
Lawrence, KS, United States
Principals
Joshua B. Bradley
Owner
Sector focus
Frequently asked questions
Who makes investment decisions at Free State Financial Planning?
Joshua B. Bradley is the sole investment adviser representative and owner. All portfolio decisions are made by him, with no investment committee or external sub-advisors disclosed in public filings. Client assets are managed on a discretionary basis, meaning Bradley can execute portfolio changes without prior client approval.
Does Free State Financial Planning participate in private market or alternative investments?
No. Based on its regulatory filings, the firm's investment management is limited to publicly traded securities — primarily mutual funds and exchange-traded funds. There is no indication of direct co-investments, private fund commitments, hedge fund allocations, or venture capital exposure. The practice is retail-focused, not institutional.
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