A complete list of active advisors currently associated with Global Freedom Financial LLC
Warmer can help you find a great advisor at Global Freedom Financial LLC or one who fits your needs even better.
Global Freedom Financial LLC is a state‑registered independent advisory firm that provides comprehensive financial planning to individual clients through broad‑based and modular engagements. Services described in the brochure include retirement planning, tax and estate planning, cash flow and debt management, insurance review, business planning, and written or electronic financial plans. The firm does not provide investment management, does not accept custody of client assets, and reports no assets under management; when it conducts investment analysis as part of a plan it relies on fundamental analysis and asset‑allocation guidance while leaving implementation and broker selection to clients. Compensation is delivered through fixed fees, setup charges, ongoing monthly fees, and hourly billing for limited engagements rather than percentage‑of‑AUM arrangements. The firm is a solo practice whose principal maintains a full‑time legal career, which influences client scheduling and may lead the adviser to refer clients to the principal’s law firm (with written disclosure of any conflicts). The brochure also notes regular client communications — including frequent newsletters and unlimited email support for ongoing clients — and discloses dependence on the sole owner with no formal succession plan for business continuation in the event of the principal’s death.
To learn more about the advisors currently working at Global Freedom Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
South Charleston, WV
| 4
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")