Freedom Day Solutions, LLC logo

Freedom Day Solutions, LLC

Updated today

Client assets under management

$615,298,373

Clients

421

40% high-net-worth

Advisors

4

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

105

Very High

Average account size

$1,461,516

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

Financial planning Portfolio management

Expertise

Active portfolio management

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Fee options

Percentage

$0+: 0.50% – 2.50% $0+: 1.00% for Digital Assets

Commissions

Certain supervised persons offer securities brokerage and insurance products under separate commission arrangements.

Subscriptions

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.

Other

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 location

Freedom Day Solutions, LLC

8401 Westview Drive

Houston TX 77055, United States

Number of offices

3

Most active in

California · Florida · Georgia · Idaho · Louisiana · New York · South Carolina · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Active portfolio management
user avatar

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.

Active portfolio management
user avatar

Blaine W

Series 63, Series 66

Pocatello, ID

Freedom Day Solutions, LLC

Blaine Wood is a financial advisor at Freedom Day Solutions, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc. and Liftoff Financial Planning. Freedom Day Solutions provides investment management primarily to individual and high-net-worth clients, offering retirement plan consulting, sub-advisory services, and estate-planning support. The firm uses a mix of fundamental and technical analysis across ETFs, equities, and fixed income, and includes digital assets for qualified clients.

Active portfolio management
user avatar

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.

Active portfolio management
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