F
Freedom Financial Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Freedom Financial Consulting provides portfolio management and financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm prepares Investment Policy Statements tailored to client circumstances, can receive discretionary trading authority, and reported no assets under management as of its last calculation.
Its investment approach combines modern portfolio theory with technical and charting analysis and generally emphasizes long‑term trading across mutual funds, equities, ETFs (including precious‑metal ETFs), and fixed‑income instruments such as inflation‑linked bonds. The adviser documents client risk tolerance in an IPS, monitors portfolios regularly, and delivers quarterly reporting through custodians.
Distinctive features for a firm in this category include an affiliation with insurance activities: the principal is a licensed insurance agent and the brochure discloses that insurance commissions may be received and are documented as a potential conflict. The firm also offers financial planning on an hourly basis—an uncommon billing option for investment managers—while operating as a newly formed, single‑manager practice with no pooled assets reported.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning services negotiated between $500 and $10,000.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.80%
Between $100 and $300 per hour for financial planning services.
Fee-only: Financial planning fixed fees between $500 and $10,000; hourly fees between $100 and $300.
Main office location
Freedom Financial Consulting
Byron Center MI, United States
Number of offices
1
Most active in
Freedom Financial Consulting has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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