Freewood Private Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FreeWood Private Wealth Management is a state-registered, single-advisor RIA that provides discretionary investment management, hourly financial planning, and retirement plan (ERISA 3(21)) advisory services to individuals, high-net-worth clients, trusts and estates. The firm reports managing roughly $62 million for about 130 client relationships and delivers ongoing portfolio supervision and periodic reporting through a qualified custodian.
The advisor’s approach is primarily long-term and portfolio-focused, using low-cost mutual funds and ETFs as core holdings while applying both fundamental and technical analysis to construct and rebalance allocations. FreeWood also discloses that it may use or recommend individual stocks, bonds, leveraged/inverse ETFs, penny stocks and cryptocurrency-based products and will sometimes retain legacy positions for tax or strategic reasons.
Notable distinctions compared with many small independent firms include the explicit acceptance and disclosure of higher‑risk instruments (penny stocks, leveraged/inverse ETFs, and crypto-based products), the principal’s licensure to sell insurance products (with commission compensation disclosed as a potential conflict), and participation in an institutional custodian program that provides the firm with economic benefits; the firm also discloses past personal bankruptcy filings and related liens involving the firm’s principal in its Form ADV.
Client services
Expertise
Fee options
1.00% to 1.75% annually, negotiable based on complexity, asset level, and relationship
$150 to $300 per hour for financial planning services, negotiable
Fee-only: Financial planning services charged hourly at $150 to $300 per hour, negotiable
Main office
Powell OH
Advisors at this office
1
Most active in
Ohio · 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)