Updated:Jun 3, 2026

FREEDOM FINANCIAL & BUSINESS PLANNING, LLC

Freedom Financial & Business Planning, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in...

FREEDOM FINANCIAL & BUSINESS PLANNING, LLC

Freedom Financial & Business Planning, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in [insert location].

Website

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General information

Firm type

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Location

Region

North America

Country

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City

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Corporate office

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Sector focus

Financial PlanningWealth ManagementRetirement Planning

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.

Does Freedom Financial & Business Planning, LLC have any public investment portfolio?

No public investment portfolio or specific holdings are disclosed. The firm's investment strategy likely focuses on diversification through mutual funds and ETFs.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.