Freya Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freya Financial Services provides fee-only financial life planning and investment management to individuals, families, and small businesses. The firm offers ongoing wealth management, standalone financial planning engagements, and periodic educational workshops or seminars for companies and associations.
The firm constructs globally diversified portfolios using a strategic asset-allocation approach implemented largely through no‑load and low‑load mutual funds, with periodic rebalancing and written investment policy statements tailored to client goals. Most client assets are managed on a non‑discretionary basis—clients retain final approval for trades executed under a limited power of attorney—a practice that is uncommon among peers.
Freya supplements portfolio management with fee‑for‑service financial plans and occasional employer-focused workshops, providing deliverables such as net worth statements and written portfolio reviews. With a relatively small client roster and concentrated assets under management, the firm emphasizes personalized, plan-centered relationships, uses a custodial relationship for trade execution, and provides regular written reporting.
Client services
Expertise
Demographic focus
Fee options
Workshops/educational services compensated by flat fee based on scope and number of attendees.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Financial life planning services charged at $300 per hour; follow-on implementation work also billed at $300 per hour.
Account minimum: No minimum dollar value of assets or other conditions for opening or maintaining an account, but there are advisor fee minimums. Minimum fee: Minimum annual fee of $3,000; fees are negotiable. Fee-only: Fee-only financial life planning services charged at $300 per hour; financial plan fees generally range from $3,000 to $6,000, with a minimum fee of $3,000; fees are negotiable.
Main office
15 Depot Square, Suite 2
Lexington MA 02420
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Freya Financial Services · Homsey, Linda Nelson · Linda Colleen Nelson
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.
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