A complete list of active advisors currently associated with Freedom Money Management LLC

Warmer can help you find a great advisor at Freedom Money Management LLC or one who fits your needs even better.

Freedom Money Management LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. Services described in the brochure include tailored financial plans (offered on flat-fee, limited-scope, or hourly bases), an investment supervisory program, periodic net worth statements, and portfolio reviews. The firm states a long-term, fundamentals-based investment philosophy and employs strategic and tactical asset allocation while documenting client objectives in an Investment Policy Statement. Although FMM can act discretely, the brochure and filing indicate that a substantial portion of its managed assets are handled on a non-discretionary basis, meaning clients typically must approve trades rather than the adviser unilaterally implementing changes. As a small, solo practice with modest assets under management and no stated account minimum, FMM commonly custodians client accounts at Interactive Brokers to access lower transaction costs and reporting. The principal is a licensed insurance agent who may recommend commissionable insurance products (a conflict the firm discloses), and the firm does not vote client proxies.

To learn more about the advisors currently working at Freedom Money Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Stephen Corsano	Belle Mead, NJ	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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