A complete list of active advisors currently associated with Freedom Asset Management

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

Freedom Asset Management provides investment management and financial planning primarily to individuals and business owners, including high-net-worth clients, and also offers retirement plan consulting and ERISA §3(21)(a) services. As of August 4, 2025, the firm reported $142.6 million in discretionary assets under management and delivers advisory services principally on a discretionary basis. The firm constructs portfolios largely from mutual funds, exchange-traded funds, and individual equities and emphasizes continuous supervision with rebalancing as needed; its stated methods of analysis include behavioral, charting, cyclical, fundamental and technical approaches. Financial planning and Retirement Plan Consulting are provided without separate charges, and FAM uses LPL Financial’s Strategic Wealth Management platform for custody, trade execution and account administration. What is distinctive about the firm is its scale relative to personnel: the ADV shows the firm serving roughly 370 clients with one listed advisor, an unusually high client-to-advisor ratio that corresponds with greater reliance on platform and standardized processes. FAM also acts as the sponsor and portfolio manager for a wrap fee version of the SWM program and discloses platform relationships and that certain advisory personnel are dually registered with LPL and as insurance agents, along with the attendant conflicts of interest described in its Form ADV.

To learn more about the advisors currently working at Freedom Asset Management, 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.

Name	Location	Years of experience
Brandon Michaelsen	Spokane, WA	19

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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