Advisor at Freedom Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Freedom Financial Management, Inc.
Location
Saint Cloud, FL 34771
Credentials
Series 65
Industry experience
9 years
Rolland Basant is a financial advisor at Freedom Financial Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with the firm since 2005. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily to individuals and families. The firm offers comprehensive services including financial, retirement, and estate planning, as well as tax planning and preparation, and operates mainly on a non-discretionary basis with a focus on integrating tax considerations into portfolio analysis.
Based on Freedom Financial Management, Inc.
Project Retainer typically flat fee; Financial Review typically begins at $500; Tax preparation minimum fee $195 and up
0.5% to 1.5% (range based on client situation)
Hourly fees range from $75 to $500 per hour for specific projects
Minimum fee: Full Retainer fees range between $500 to $20,000 annually Fee-only: Fee-only holistic financial planning; no commissions accepted or paid
2013 Live Oak Blvd, Suite K
Saint Cloud, FL 34771
Florida
Freedom Financial Management, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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