Freedom Day Solutions, LLC
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About
Freedom Day Solutions serves individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and other entities, offering discretionary and non‑discretionary investment management, retirement plan consulting, and sub‑advisory services. The firm also acts as sub‑adviser to the Freedom Day Dividend ETF (symbol MBOX) and may advise or manage allocations to ETFs, individual equity and debt securities, and certain digital assets for clients who meet suitability criteria.
Portfolios are tailored to each client’s objectives, risk tolerance and liquidity needs, with the firm using a combination of fundamental and technical analysis and model portfolios to implement strategies; for the FDS ETF it applies quantitative scoring to identify dividend‑paying companies. Freedom Day Solutions conducts regular account reviews, may engage in active trading or use margin in limited circumstances, and discloses that tax efficiency is not a primary management consideration unless agreed otherwise.
Notable distinctions disclosed in the brochure include an affiliated, separate law practice operating under the name Freedom Day Legal (a supervised person is a licensed attorney) and the firm’s status as a licensed insurance agency whose supervised persons may offer commissionable insurance products—relationships the firm identifies as potential conflicts of interest. The firm also explicitly offers managed exposure to digital assets, recommends Fidelity Digital Assets for custody with described cold‑ and hot‑storage approaches, and discloses its sub‑advisory role to the FDS ETF and related conflicts and procedures.
Client services
Expertise
Fee options
$0+: 0.50% – 2.50% $0+: 1.00% for Digital Assets
Certain supervised persons offer securities brokerage and insurance products under separate commission arrangements.
Sub-advisory fee for FDS ETF at 0.20% annually based on average daily net assets; retirement plan consulting fees range from 0.20% to 1.00% depending on services.
Account minimum: $250,000 Fee-only: Annual fees based on assets under management, ranging from 0.50% to 2.50% depending on portfolio size and services.
Main office
See office8401 Westview Drive
Houston TX 77055
Advisors at this office
2
Offices (4)
Most active in
California · Florida · Georgia · Idaho · Louisiana · New York · Oregon · South Carolina · Texas · Utah
Also doing business as
Freedom Day Insurance · Freedom Day Solutions, LLC · K&C Advisors, LLC · Krueger & Catalano Capital Partners · Krueger & Catalano Capital Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
William K
Series 63, Series 65
Houston, TX
Freedom Day Solutions, LLC
William Kopp is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and UBS Financial Services. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis to manage portfolios that include ETFs, individual equities, fixed income, and, for eligible clients, digital assets.
Ryan K
Series 63, Series 65
Houston, TX
Freedom Day Solutions, LLC
Ryan Krueger is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Krueger & Catalano Capital Partners, LLC since 2006. Outside of his advisory work, he is a limited partner in KrueCat Ventures, LP, where he is also a shareholder in the general partner entity, KrueCat Management Inc. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis, manages accounts through proprietary models and active strategies, and may allocate assets to digital assets for qualified clients.
Blaine W
Series 63, Series 66
Pocatello, ID
Freedom Day Solutions, LLC
Blaine Wood is a financial advisor at Freedom Day Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., Liftoff Financial Planning, and Fidelity. Freedom Day Solutions serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, including managing the Freedom Day Dividend ETF (MBOX) using a combination of fundamental and technical analysis and quantitative scoring for dividend-paying companies.
Courtney R
CFP®, Series 66
Portland, OR
Freedom Day Solutions, LLC
Courtney Ranstrom is a CFP® and holds a Series 66 license, with 14 years of industry experience. She is currently with Freedom Day Solutions, LLC and has previously worked at Trailhead Planners, LLC, Ranstrom Berg Wealth Management, and Wealth Forward, LLC. She maintains a consulting contract with Freedom Day Solutions, though she does not provide investment advice under this arrangement. Freedom Day Solutions serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, using a combination of fundamental and technical analysis with model portfolios tailored to client objectives and risk tolerance.
Michael C
Series 63, Series 65
Greenville, SC
Freedom Day Solutions, LLC
Michael Catalano is a financial advisor with Freedom Day Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Freedom Day Solutions since 2006. In addition to his advisory role, he is licensed in Texas to sell life insurance and fixed annuity contracts and is a limited partner in Kruecat Ventures, LP. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, along with retirement plan consulting, sub-advisory services, and estate-planning support. The firm uses a mix of fundamental and technical analysis to manage assets across ETFs, equities, and fixed income, and may allocate to digital assets for qualifying clients.
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