Freedom Financial Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Financial Consulting is an independent, single-advisor firm that provides ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm prepares an Investment Policy Statement for each client, may seek discretionary trading authority, and had no assets under management or active client accounts as of February 2026.
The firm’s investment approach combines elements of modern portfolio theory with charting and technical analysis and employs a long-term trading strategy; typical investments include mutual funds, equities, ETFs (including precious-metal ETFs), fixed income, and Treasury inflation-protected securities. Risk tolerances and time horizons are documented in each client’s Investment Policy Statement, accounts are monitored regularly, and clients receive quarterly reporting from their custodian.
Noteworthy distinctions include an affiliation with an insurance agency and that firm personnel are licensed to sell insurance products and may receive commissions for those sales; the brochure discloses this conflict of interest and states clients will be informed and that advisory fees may be adjusted to account for such compensation. The firm also may enroll client accounts in a bundled custody/operations offering (Altruist One) that can provide platform-specific benefits to enrolled accounts and notes the potential receipt of research or services from custodians.
Client services
Expertise
Fee options
Fixed fees for financial planning range from $500 to $10,000.
$0 - $100,000: 1.25% $100,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.80%
Hourly financial planning fees range between $100 and $300.
A monthly fee for the Altruist One Program may be charged to clients but fees and cost details are in the Altruist One Terms of Use.
Main office
Byron Center MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Freedom Financial Consulting · Nevins Industries 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.
Forms ADV
Quick links
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