A complete list of active advisors currently associated with Freeman Wealth Management
Warmer can help you find a great advisor at Freeman Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Freeman Wealth Management, 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 |
|---|---|---|
Dallas, TX
| 20
|
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