Freedom Trail Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Freedom Trail Financial is a small wealth management consulting firm that provides financial planning and consulting services to individuals and families, addressing topics such as retirement income, estate planning, education funding, tax and business succession. The firm also conducts group educational seminars and workshops on retirement, estate planning, and investment topics, sometimes offered at no charge and occasionally with a published fee for attendees.
The firm delivers advice on an hourly, fixed‑fee, or retainer basis and uses planning and research tools such as MoneyGuidePro, Morningstar Advisor Workstation, Thomson Reuters and Argus to develop and analyze financial plans and investments. Freedom Trail Financial does not provide discretionary portfolio management, does not participate in wrap programs, and does not use percentage‑of‑AUM billing; recommended investment vehicles commonly include mutual funds and ETFs but implementation is client‑directed.
Noteworthy features include its solo‑practitioner structure, the regular offering of educational seminars, and the firm’s disclosure that implementing certain recommendations can generate commissions or other implementation compensation — practices that are relatively uncommon among similar supported firms. The firm’s advisory representative is dually registered with a separate SEC‑registered advisory platform, and the brochure discloses the potential for additional advisory compensation if clients implement recommendations through that affiliated platform while stating clients are free to use other providers.
Client services
Financial planning
Educational seminars or workshops
Consulting services
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
Business succession planning
Cash flow / budgeting
Fee options
Fixed fees based on estimated hours and complexity, payable in advance
Commissions received from insurance product sales when implemented through the Advisory Representative
Up to $300 per hour, payable in advance
Retainer fees ranging from $1,000 to over $5,000 based on client complexity, payable upfront or half upfront and balance invoiced
Fee-only: Hourly fees up to $300 per hour; Fixed fees based on estimated hours and complexity; Retainer fees ranging from $1,000 to over $5,000 based on complexity
Main office location
Freedom Trail Financial
20 Park Plaza, Suite 1012
Boston MA 02116, United States
Number of offices
1
Most active in
Freedom Trail Financial has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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
Quick links
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