A complete list of active advisors currently associated with Freedom Advisory

Warmer can help you find a great advisor at Freedom Advisory or one who fits your needs even better.

Freedom Advisory provides financial planning, discretionary investment management, and retirement-plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates and business entities. The firm offers written financial plans and ongoing portfolio management, and serves as a 3(21)-style fiduciary for retirement plan sponsors while also providing participant education and related non‑ERISA services. The firm’s investment process emphasizes fundamental analysis, individualized model-based portfolio construction and ongoing monitoring, using mutual funds, ETFs, separate managed accounts and unaffiliated sub‑advisors. For eligible accredited or qualified clients it facilitates access to alternative investments via third‑party platforms (iCapital and CAIS) and can allocate assets to Separate Account Managers through an Envestnet/Tamarac platform; the brochure also discloses that margin/borrowing may be used in client accounts and explains the related risks. Noteworthy details in the brochure include formal standing‑letter‑of‑authorization (SLOA) procedures for third‑party disbursements and an explicit disclosure of referral and fee arrangements with Charles Schwab through the Schwab Advisor Network. The firm reports approximately $880 million in discretionary assets, maintains a methodical due‑diligence process for sub‑advisors and alternative funds, and discloses the use of endorsements in its advertising.

To learn more about the advisors currently working at Freedom Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.