Freedom Formula Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Formula Wealth Management provides discretionary investment management and ongoing comprehensive financial planning to individual and high-net-worth clients. The firm operates on a fee-only, percentage-of-assets basis and coordinates with outside professionals when clients need additional legal, tax, or insurance services.
The adviser combines fundamental, technical, and charting analysis and uses both passive and active vehicles to implement client-specific asset-allocation plans, typically with discretionary trading authority. Portfolios are reviewed on a regular schedule and financial planning clients receive written plan updates that include goal progress and asset-allocation updates on a monthly basis.
Distinctive features include the firm’s small scale — two advisors managing roughly $6.8 million across a compact client roster — and its recent formation and registration in 2026, which may affect its operating track record. The advisory team includes CFP®-certified planners, recommends a specific institutional custodian platform for client accounts, and discloses principals’ limited outside business activities (a management/holding company, online course business, and a trading community) that are described as separate from client services.
Client services
Expertise
Demographic focus
Fee options
1.00% annually
Fee-only: Initial financial planning fee up to $5,000; monthly recurring financial planning fees ranging from $100 to $500
Main office
Rochester MI
Advisors at this office
2
Most active in
California · Michigan
Also doing business as
Freedom Formula Wealth Management · Freedom Formula Wealth Management 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 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.
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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
Kyle H
CFP®, Series 63
Rochester, MI
Freedom Formula Wealth Management
Kyle Henris is a CFP® professional with six years of industry experience, currently serving as an advisor at Freedom Formula Wealth Management. His prior experience includes roles at Northwestern Mutual and founding several ventures, including Life Beyond Lattes LLC, an online course business. He is also involved with InvestCEO and Henris Capital LLC. Freedom Formula Wealth Management provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients, combining fundamental, technical, and charting analysis with both passive and active investment strategies. The firm emphasizes regular portfolio reviews and monthly written updates for financial planning clients.
Richard R
CFP®, Series 63, Series 65
Rochester, MI
Freedom Formula Wealth Management
Richard Russo II is a CFP® professional with eight years of industry experience, currently serving as an advisor at Freedom Formula Wealth Management. His prior experience includes roles at Just West Inc. and Russo Insurance Agency. Freedom Formula Wealth Management provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to implement client-specific asset allocation, with regular portfolio reviews and monthly written plan updates for financial planning clients.
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