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FREEDOM FINANCIAL & BUSINESS PLANNING, LLC
Freedom Financial & Business Planning, LLC is a US-based RIA offering financial planning and investment management.
FREEDOM FINANCIAL & BUSINESS PLANNING, LLC
Freedom Financial & Business Planning, LLC is a registered investment advisory firm operating in the United States. Founded at an undisclosed date, the firm serves individual clients and small business owners with a focus on financial planning and investment management. The underlying wealth is client-generated. The firm offers asset allocation and retirement planning services. It likely invests client capital across a mix of mutual funds, ETFs, and individual securities, as is typical for its peer group. Geographic or specific portfolio holdings are not publicly disclosed. No data on team size or additional offices is available from public sources. There are no known philanthropic vehicles or operating companies attached to the firm, and no notable operational events from the last 24 months have been recorded. As an RIA, Freedom Financial & Business Planning, LLC operates under a fiduciary standard, a key structural differentiator from broker-dealers. The firm lacks any discernible large-family-office or multi-generational wealth structure.
General information
Firm type
null
Year founded
—
AUM
Undisclosed (Altss estimate)
Location
Region
North America
Country
null
City
null
Corporate office
null
Sector focus
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.
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: . Continuous refresh with full update cycles at least every 30 days.
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