Freedom Financial Planning Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,186,032
Clients
17
Advisors
1
of 1 employees
About
Freedom Financial Planning Solutions is a small independent advisory firm managing roughly $2.43 million for 17 clients and serves individuals (including high‑net‑worth clients), charitable organizations, corporations, and employer‑sponsored pension and profit‑sharing plans. The firm offers in‑house discretionary portfolio management, ongoing financial planning, tax‑preparation services (transitioning to an affiliated bookkeeping firm), and business and employee benefit plan consulting.
The firm primarily practices passive investment management by constructing asset‑class weighted portfolios using index mutual funds and ETFs, while also drawing on fundamental, technical, cyclical, and charting analysis to inform allocations. Portfolios are managed in‑house and can be tailored to client objectives, with the firm using retail ETFs to provide exposure to digital assets where appropriate.
Distinctive features for a firm of this size include an explicit focus on employer plan work and pension consulting—assisting plan sponsors with investment options, plan structure, monitoring, and participant education—alongside individual wealth management. The firm also offers educational seminars and speaking engagements and maintains a Certified Student Loan Professional credential with dedicated student‑loan analysis services, offerings that are less common among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Fee options
Flat fee financial planning and investment management (tiered annual flat fees ranging from $600 for under $100K to $9,600-$17,500 for $1M-$5M), ongoing financial planning retainer fees from $2,400 to $7,500 annually with a $500 upfront setup fee, financial planning project fees negotiated per project
$0 - $100,000: 0.95% $100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.60% $1,000,001+: 0.45%
$225 per hour, negotiable
Ongoing Financial Planning retainer fees invoiced monthly ranging from $200 to $815 monthly
Minimum fee: $600 annually for accounts under $100K Fee-only: Hourly fees generally $225 per hour for planning projects, negotiable; examples: Student Loan Analysis $250-$500+, Employer Retirement Account Assessment $150-$250+, Other Assessments $150+
Main office
Grand Rapids MI
Advisors at this office
1
Most active in
Michigan · Virginia
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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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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.
Forms ADV
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