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Rolland Basant

Advisor at Freedom Financial Management, Inc.

Updated today

Location

Saint Cloud, FL 34771

Credentials

Series 65

Industry experience

9 years

About

Rolland Basant is a financial advisor at Freedom Financial Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with the firm since 2005. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily to individuals and families. The firm offers comprehensive services including financial, retirement, and estate planning, as well as tax planning and preparation, and operates mainly on a non-discretionary basis with a focus on integrating tax considerations into portfolio analysis.

Client services

Based on Freedom Financial Management, Inc.

Financial planning Portfolio management

Expertise

Based on Freedom Financial Management, Inc.

General retirement planning General tax planning Cash flow / budgeting

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Fee options

Fixed

Project Retainer typically flat fee; Financial Review typically begins at $500; Tax preparation minimum fee $195 and up

Percentage

0.5% to 1.5% (range based on client situation)

Project-based

Hourly fees range from $75 to $500 per hour for specific projects

Other

Minimum fee: Full Retainer fees range between $500 to $20,000 annually Fee-only: Fee-only holistic financial planning; no commissions accepted or paid

Location

2013 Live Oak Blvd, Suite K

Saint Cloud, FL 34771

Most active in

Florida

Work history

Freedom Financial Management, Inc.

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Orlando, FL

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General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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Arthur Z

Series 63, Series 65

St. Cloud, FL

Your Choice Financial LLC

Arthur Zapesochny is a financial advisor with Your Choice Financial LLC in St. Cloud, Florida, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Ameriprise Financial and AXA Advisors. Outside of advising, he is an owner of Gold Sky Benefits, a health insurance brokerage, and serves as secretary on the board of the Santa Barbara homeowners association and as a board member of the University of Rochester alumni association. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm manages approximately $37 million across 111 client accounts, employing a long-term, diversified investment approach that integrates charting, cyclical analysis, modern portfolio theory, and quantitative techniques.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities Doctor or Medical Professional Self-Employed Established Professionals
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Series 63, Series 65

Orlando, FL

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Sebastian E

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St. Cloud, FL

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities Doctor or Medical Professional Self-Employed Established Professionals
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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities Doctor or Medical Professional Self-Employed Established Professionals
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