Freeman & Freeman Private Wealth Management LLC
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About
Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement/rollover advice to individuals, high-net-worth clients, trusts, estates and business entities. The firm manages accounts primarily through Charles Schwab and Interactive Brokers and can access participant-directed retirement plans and 401(k)-type accounts via the Pontera order-management platform.
Portfolio construction typically uses ETFs and mutual funds for core market exposure, supplemented by REITs, preferred shares and select individual equities to pursue income and targeted alpha within Balanced or Growth model allocations. Investment decisions are driven by fundamental analysis with a long-term orientation, and strategies are adjusted for client-specific situations such as low-basis stock, legacy holdings or tax considerations.
What distinguishes the firm is an affiliation with an insurance entity (Oak River Insurance Group LLC) and adviser representatives who are licensed insurance agents and may recommend commissionable insurance or annuity products; the brochure discloses this conflict and describes policies intended to mitigate it. The firm also began operations in October 2023 after assuming clients from a predecessor adviser and is run by two equal-controlling members, reflecting a small-team service model with documented compliance and supervisory procedures.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.65% annually $1,000,001+: 1.40% annually
Hourly fee for financial planning services ranges from $500 to $1,000 per hour, fees negotiable
Minimum fee: Minimum hourly fee for financial planning is generally $500 Fee-only: Hourly fee for financial planning services ranges from $500 to $1,000 per hour, fees negotiable
Main office
Montgomery TX, United States
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Aaron F
ChFC®, Series 65
The Woodlands, TX
Freeman & Freeman Private Wealth Management LLC
Aaron Freeman is a ChFC® and Series 65-registered advisor with 17 years of industry experience. He is currently a principal at Freeman & Freeman Private Wealth Management LLC, where he has worked since 2023. Freeman also has ties to Oak River Insurance Group LLC and Oak River Financial Group Inc., reflecting a background that includes both financial planning and insurance services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment approach combines ETFs and mutual funds with REITs, preferred shares, and select equities, using fundamental analysis and a long-term orientation tailored to client-specific needs.
Nichol F
Series 65
The Woodlands, TX
Freeman & Freeman Private Wealth Management LLC
Nichol Freeman is a financial advisor with Freeman & Freeman Private Wealth Management LLC in Montgomery, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Freeman & Freeman, she worked at Oak River Insurance Group LLC and Oak River Financial Group Inc., and has nearly a decade of experience with Schaefer Oilfield Services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a long-term investment approach using ETFs, mutual funds, REITs, preferred shares, and select equities, with strategies tailored to client-specific tax and legacy considerations.
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