Freemind Financial Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FreeMind Financial Advisory serves individuals, high‑net‑worth clients, businesses, and charitable organizations, providing asset management, financial planning, estate planning, retirement plan services, accounting and tax, and fractional CFO services. The firm acts as a fiduciary and offers discretionary portfolio management as well as plan design and administration for workplace retirement plans.
The firm’s investment process is built on fundamental analysis using third‑party research, corporate filings, and market information to construct portfolios (ETFs, mutual funds, individual stocks and bonds) tailored to each client’s goals; portfolios are generally long‑term but may be reallocated based on client objectives and market conditions. Accounts are monitored on a continual basis with formal reviews at least annually, and advisory arrangements are billed through AUM fees for investment management and hourly, project, or retainer fees for planning, tax, and CFO services.
FreeMind’s combination of retirement plan services and pension consulting alongside accounting, tax, and fractional CFO offerings distinguishes it from many small independent advisers, and the brochure notes the firm recently added Accounting and Tax services. The firm also maintains an institutional relationship with its custodian that provides software and support, and it manages roughly $7 million for a small client base, reflecting a mix of personal wealth management and business‑focused financial services not commonly found together at firms of this size.
Client services
Expertise
Occupation focus
Fee options
Project-based flat fees for Financial Planning, Estate Planning, Accounting and Tax, Fractional CFO Services; flat one-time setup fees for Retirement Plan Services
Standard hourly rate is $300 per hour for Financial Planning, Accounting & Tax, and Fractional CFO services, varies by assignment
Recurring retainer or ongoing fees for Accounting and Tax services, Retirement Plan Services, and Fractional CFO Services on a case-by-case basis
Minimum fee: Monthly minimum fee of $50 if 1.50% annual AUM fee does not meet this minimum Fee-only: Financial Planning, Estate Planning, Accounting and Tax, Retirement Plan Services, Fractional CFO Services; fees may be hourly ($300/hour), project-based flat fees, retainer/recurring fees, or flat one-time setup fees depending on service
Main office
Shirley NY
Advisors at this office
1
Most active in
New York
Also doing business as
Freemind Financial Advisory · Freemind Financial Advisory Inc.
Disclosures
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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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