A complete list of active advisors currently associated with Freedom Day Wealth Management LLC
Warmer can help you find a great advisor at Freedom Day Wealth Management LLC or one who fits your needs even better.
Freedom Day Wealth Management provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individual clients (including high-net-worth individuals) and corporate plan sponsors. The firm manages diversified portfolios across stocks, bonds, mutual funds, ETFs, and REITs and also offers ongoing implementation support and written financial plans for clients. The firm’s investment process combines fundamental and technical analysis and generally employs a long-term strategy while tailoring recommendations to each client’s financial situation, risk tolerance, and any client-imposed investment restrictions. Accounts and retirement plans are reviewed at least quarterly, with ongoing planning clients receiving monthly or quarterly follow-ups to monitor implementation and make adjustments. Compared with many peers of similar size, the firm offers retirement-plan consulting and can serve in 3(21) and 3(38) fiduciary roles for plan sponsors, and its principal holds multiple retirement- and planning-related credentials. The brochure also discloses that the principal conducts other business activities (insurance sales and ownership interests in co‑working and media businesses) and that the firm recommends institutional custodians (Schwab and Betterment) while disclosing related conflicts and platform support arrangements.
To learn more about the advisors currently working at Freedom Day Wealth Management LLC, 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 |
|---|---|---|
Cedar Park, TX
| 30
|
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