Freedom Found Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Found Financial provides investment advisory and financial planning services to individual clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers integrated portfolio management (discretionary and non‑discretionary), model‑based portfolios, standalone financial planning, and single‑topic consulting on an hourly basis.
The firm’s investment work centers on ETF‑based model portfolios and a mix of analytical approaches (including modern portfolio theory, technical and fundamental analysis), with the ability to implement option strategies where appropriate. Portfolios are tailored to clients’ risk tolerance, time horizon, and objectives, and the adviser conducts regular account reviews and ongoing plan updates.
Compared with many independent peers, the firm does not use a percentage‑of‑assets fee schedule and instead bills fixed advisory and planning fees billed in advance or on a periodic basis. The firm manages a relatively large amount of client assets for a small client roster and its personnel are also involved in community and educational activities, including assisting underprivileged youth with ABLE and PASS accounts and teaching at the university level.
Client services
Expertise
Fee options
One-time advance payment fee for initial construction of financial plan: $4,000 (waived if assets under management exceed $500,000); standalone financial planning initial construction fee $1,000.
$500,000 - $1,000,000: $6,000 annually $1,000,001 - $2,000,000: $8,500 annually $2,000,001+: $12,000 annually
$200 per hour for single subject financial planning/general consulting services, negotiable.
Account minimum: $2,500 annual fee minimum to open and maintain an advisory account (may be waived at discretion). Minimum fee: Minimum annual fee of $2,500 to open and maintain an advisory account, waivable at discretion. Fee-only: Fixed fee generally ranging from $6,000 to $12,000 annually for portfolio management and financial planning services; standalone financial planning fees range from $2,000 to $2,500 annually plus initial construction fee.
Main office
43 Old Ln.
Towaco NJ 07082
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Freedom Found Financial · Freedom Found Financial 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
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