A complete list of active advisors currently associated with The Freedom Experience, Inc.

Warmer can help you find a great advisor at The Freedom Experience, Inc. or one who fits your needs even better.

The Freedom Experience is an independent wealth management firm that provides discretionary investment management and comprehensive wealth planning primarily for individual households, as well as for charitable organizations, trusts, and estates. The firm manages roughly $20 million in client assets across about 28 accounts and offers standalone financial planning engagements in addition to ongoing portfolio management. TFE typically manages accounts on a discretionary basis and employs fundamental security analysis while using a mix of domestic and foreign securities, ETFs, REITs and cash management vehicles; it describes both long- and short-term trading approaches and discusses international investment risks such as currency fluctuation and differing accounting practices. The firm participates in an institutional custody program for trade execution and reporting and delivers regular performance reports and quarterly custodian statements to clients. Compared with many solo independent advisors, TFE discloses a substantial non-U.S. client base and a client mix that excludes lower-tier individual (non‑HNW) clients — the brochure notes a general household minimum of $500,000 and a $10,000 annual fee threshold — indicating a focus on higher‑net‑worth relationships. The firm also provides turnkey asset management (TAMP) services to other RIAs and maintains several affiliations for financial planning, tax, and estate services while stating it does not accept commissions for recommended products.

To learn more about the advisors currently working at The Freedom Experience, Inc., 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.