A complete list of active advisors currently associated with Freitag Financial Group, LLC

Warmer can help you find a great advisor at Freitag Financial Group, LLC or one who fits your needs even better.

Freitag Financial Group is an independent, single-advisor registered investment adviser that serves individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides ongoing portfolio management guided by client-specific Investment Policy Statements, as well as financial planning and pension consulting, and reports that its assets under management are primarily non-discretionary (approximately $54.7 million). The firm constructs Investment Policy Statements tailored to each client and applies fundamental, technical, and cyclical analysis to recommend allocations and securities, using both long- and short-term strategies and limited options and margin transactions when appropriate. Because the adviser does not accept investment discretion or custody, recommended trades are implemented only with client authorization and accounts are reviewed at least quarterly by the firm’s sole advisor. Noteworthy for its category, the firm combines a solo-practitioner model with a materially non-discretionary AUM base and explicit pension consulting services for institutional clients, a mix that is uncommon among independent advisers. The firm also does not utilize third-party managers or wrap programs and leaves proxy voting and custody with clients or their custodians, which may shape operational arrangements for institutional accounts.

To learn more about the advisors currently working at Freitag Financial Group, LLC, 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.