Byrne Financial Freedom, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$533,012,398
Clients
956
Advisors
6
across 2 offices
About
Byrne Financial Freedom, LLC is a SEC‑registered wealth management firm that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations and retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management, including retirement plan advisory services and client access to WealthVision, and reports approximately $546 million in assets under management.
The firm’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, constructing portfolios from low‑cost mutual funds and ETFs while also using individual stocks, bonds and REITs as appropriate. Byrne Financial acts as the primary advisor and relationship manager but may delegate day‑to‑day management to Independent Managers, using discretion to rebalance, harvest gains or losses, and implement client‑specific restrictions and hedging strategies.
What the brochure highlights as distinctive is Byrne Financial’s sponsorship of a wrap fee program that bundles transaction costs into its asset‑based fee (see Appendix 1), and the firm’s explicit disclosure that it may include structured notes — debt instruments with embedded derivative components — among the investments it may use. The brochure also discloses the firm’s institutional relationship with LPL Financial, including access to platform services, block trading and bundled reporting, which the firm identifies as part of its operational arrangement.
Client services
Expertise
Fee options
0.25% to 2.50% annually (range depending on services, asset size, and relationship complexity)
Advisory Persons may receive commissions as registered representatives in a separate capacity, not from advisory fees
Fee-only: 0.25% to 2.50% annually based on assets under management; no separate fee for financial planning
Main office
See office11 East Street
Franklin MA 02038
Advisors at this office
5
Offices (2)
Most active in
California · Connecticut · Florida · Georgia · Maine · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Rhode Island · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher B
Series 63, Series 65
Franklin, MA
Byrne Financial Freedom, LLC
Christopher Byrne is a financial advisor at Byrne Financial Freedom, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. and LPL Financial LLC. Byrne has been with his current firm since 2019. Byrne Financial Freedom, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, while offering discretionary portfolio management and retirement plan advisory services.
Ryan M
CFP®, Series 63, Series 65
Franklin, MA
Byrne Financial Freedom, LLC
Ryan Mc Cormick is a CFP®-certified financial advisor with five years of industry experience. He is currently with Byrne Financial Freedom, LLC and previously worked at LPL Financial LLC, Gibraltar Wealth Management, Boenning & Scattergood, Inc., and The Vanguard Group, Inc. Outside of finance, he has worked in the brewing and restaurant industries. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, focusing on fundamental analysis and long-term portfolio construction using a range of investment vehicles.
Joseph B
Series 63, Series 65
Franklin, MA
Byrne Financial Freedom, LLC
Joseph Byrne is a financial advisor with Byrne Financial Freedom, LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Byrne Financial Freedom since 2006 and also maintains an affiliation with LPL Financial. Outside of advising, Byrne serves as a Notary Public in Massachusetts. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, constructing portfolios using low-cost mutual funds, ETFs, and, when suitable, individual securities, while offering ongoing portfolio monitoring, tax management, and access to a range of specialized resources.
James W
Series 63, Series 65
Franklin, MA
Byrne Financial Freedom, LLC
James Walsh is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Byrne Financial Freedom and LPL Financial LLC since 2007. Byrne Financial provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach using low-cost mutual funds, ETFs, and individual securities when appropriate, along with ongoing portfolio monitoring, rebalancing, and tax management.
Jack A
Series 63, Series 66
Fort Myers, FL
Byrne Financial Freedom, LLC
Jack Arduin Jr. is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His career includes roles at LPL Financial LLC, Ameriprise Financial Services, Truist Advisory Services, and other firms. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing fundamental analysis and a long-term investment approach using low-cost mutual funds, ETFs, and other securities.
Jason W
Series 63, Series 65
Franklin, MA
Byrne Financial Freedom, LLC
Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.
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