Financial Freedom Planners

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

Client services

Financial planning Educational seminars or workshops

Main office location

Financial Freedom Planners

4801 Cox Road, Suite 201

Glen Allen VA 23060, United States

Number of offices

Most active in

Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 804-277-9734

Advisors at this firm

John C

CFP®, Series 63

Glen Allen, VA

Financial Freedom Planners

John Condon is a CFP® with seven years of experience in financial advisory. He has worked at Financial Freedom Planners since 2016 and has a concurrent role at Capital One beginning in 2009. Financial Freedom Planners is a small firm based in Glen Allen, VA, serving clients with personalized financial planning and investment services.

Charles R

CFP®, Series 63, Series 66

Glen Allen, VA

Financial Freedom Planners

Charles Roberts is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Financial Freedom Planners in Glen Allen, VA. He holds the Series 63 and Series 66 licenses. Financial Freedom Planners is a small firm with two advisors focused on providing tailored financial planning and investment services.

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