Freeman Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freeman Wealth Management offers financial planning, discretionary investment management, and retirement plan services to individuals, high-net-worth individuals, and employer-sponsored plans. Its services include project-based and ongoing financial planning, implementation of investment policies, and retirement plan management for plan sponsors.
The firm uses a blend of passive and active strategies grounded in Modern Portfolio Theory and draws on fundamental, technical, cyclical, and charting analysis to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and digital assets. Accounts are typically managed on a discretionary basis with client‑tailored asset allocation, quarterly reviews, and the ability for clients to impose reasonable investment restrictions.
Freeman Wealth Management became SEC-registered in 2024 and manages about $52 million in discretionary assets for a relatively small client roster, while also providing ERISA §3(38) investment-manager services for retirement plans — a mix of institutional plan work alongside individual planning that is less common for firms of this size. The firm’s principal holds a CFP® designation and is a licensed insurance agent (spending under 10% of professional time on insurance activities), uses Schwab’s institutional custody and operational platform, and generally relies on custodian statements rather than issuing separate firm-generated performance reports.
Client services
Expertise
Fee options
Financial planning fixed fees up to $30,000, negotiable, including initial fixed fee for ongoing planning and project-based planning.
$0 - $500,000: 1.50% $500,001+: 1.00%
Ongoing financial planning fixed fees range from $500 to $10,000 per quarter, paid quarterly in advance.
Main office
2626 Cole Ave, Ste 300
Dallas TX 75204
Advisors at this office
1
Most active in
Texas
Also doing business as
Freeman Wealth Management · Freeman Wealth Management, 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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