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RIA · CRD 151833State-Registered Investment Adviser

Updated:

FREEDOM FINANCIAL & BUSINESS PLANNING, LLC

FREEDOM FINANCIAL & BUSINESS PLANNING, LLC is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

Overview

Freedom Financial & Business Planning, LLC is a state-registered investment adviser. It has one employee and one investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

null

City

null

Corporate office

null

Sector focus

Financial PlanningWealth ManagementRetirement Planning

Frequently asked questions

Who owns Freedom Financial & Business Planning, LLC?

Ownership details are not publicly disclosed. The firm is structured as an LLC, which is common for independent RIAs.

Is Freedom Financial & Business Planning, LLC a fiduciary?

As a registered investment advisor (RIA) in the United States, the firm operates under a fiduciary standard, meaning it is legally obligated to act in clients' best interests.

What services does Freedom Financial & Business Planning, LLC offer?

The firm offers financial planning, retirement planning, and investment management services, typical of independent advisory practices for individuals and small businesses.

How is Freedom Financial & Business Planning, LLC regulated?

The firm is registered as an investment advisor with the appropriate state or federal regulatory authorities, adhering to SEC or state-level RIA regulations.

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