A complete list of active advisors currently associated with Freedom Trail Financial
Warmer can help you find a great advisor at Freedom Trail Financial or one who fits your needs even better.
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.
To learn more about the advisors currently working at Freedom Trail Financial, 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 |
|---|---|---|
Boston, MA
| 23
|
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