Freedom Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Financial Management, Inc provides fee-only holistic financial planning and investment management primarily to individual clients and families, offering services that include comprehensive financial planning, retirement and estate planning, investment selection, and tax planning and preparation. The firm delivers services through Full Retainer, Project Retainer, Financial Review and Custom Project engagements and discloses that it does not sell insurance or accept commissions.
The firm’s investment work is generally non-discretionary: recommendations are built around clients’ tax situations, risk tolerance, and personal goals, and trades are executed only with client approval. Recommended investments typically include exchange-traded funds, no-load mutual funds, U.S. government bonds, REITs and cash equivalents, and the firm explicitly integrates tax considerations into portfolio analysis and planning.
Compared with many peers, the firm’s combination of financial planning and standalone tax preparation — supported by an owner with tax credentials — is atypical for supported advisers and reflects an accounting-oriented approach to client service. It also differs from most peers by operating primarily on a non-discretionary basis and by routinely recommending (and generally requiring) clients to establish accounts with major custodians such as Charles Schwab or Fidelity.
Client services
Expertise
Fee options
Project Retainer typically flat fee; Financial Review typically begins at $500; Tax preparation minimum fee $195 and up
0.5% to 1.5% (range based on client situation)
Hourly fees range from $75 to $500 per hour for specific projects
Minimum fee: Full Retainer fees range between $500 to $20,000 annually Fee-only: Fee-only holistic financial planning; no commissions accepted or paid
Main office
2013 Live Oak Blvd, Suite K
Saint Cloud FL 34771
Advisors at this office
2
Most active in
Florida
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
Advisors at this firm
Rolland B
Series 65
Saint Cloud, FL
Freedom Financial Management, Inc.
Rolland Basant is a financial advisor at Freedom Financial Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with the firm since 2005. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily to individuals and families. The firm offers comprehensive services including financial, retirement, and estate planning, as well as tax planning and preparation, and operates mainly on a non-discretionary basis with a focus on integrating tax considerations into portfolio analysis.
Kevin D
CFP®, Series 65
Saint Cloud, FL
Freedom Financial Management, Inc.
Kevin Dunleavy is a CFP® with five years of experience in financial advising at Freedom Financial Management, Inc. He has a background in marketing promotions through his long-term involvement with Super Marketing Promotions. Outside of financial advising, he serves as General Manager of DD&R Enterprises LLC, a real estate investment company. Freedom Financial Management, Inc provides fee-only holistic financial planning and investment management primarily to individuals and families, focusing on tax-aware, non-discretionary investment recommendations and combining financial planning with tax preparation services.
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