Freedom Trail Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 3 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Freedom Trail Financial provides financial planning and consulting services to individuals and families, including high‑net‑worth clients, covering areas such as retirement income, estate and education planning, budgeting and cash‑flow analysis, tax and investment analysis, qualified plan and executive benefit advice, and business succession planning. The firm also conducts group educational seminars and workshops that may be offered to non‑clients.
Advice is tailored to each client’s financial and tax situation, investment horizon and risk tolerance and is delivered on a non‑discretionary basis using planning and research tools such as MoneyGuidePro, Morningstar Advisor Workstation, Thomson Reuters and Argus. Recommendations can include mutual funds, ETFs, stocks, bonds, annuities and alternative investments, and engagements are offered on hourly, fixed‑fee and retainer bases rather than on a percentage‑of‑assets‑under‑management model.
Noteworthy differences from many investment‑manager peers include the firm’s advisers being dually registered with a broker‑dealer and potentially receiving commissions and distribution (12b‑1) fees when clients implement recommendations through that channel, its routine use of educational seminars, and its use of hourly billing options—features the firm discloses and attempts to mitigate through written disclosures, a code of ethics, and explanations of implementation alternatives.
Client services
Financial planning
Educational seminars or workshops
Consulting services
Expertise
Retirement income strategy
Business succession planning
Fee options
Fixed fees based on estimated hours and complexity, payable in advance
Commissions earned by Advisory Representatives when implementing plans through Commonwealth Financial Network; Trail commissions (12b-1 fees) also received
Up to $300 per hour, payable in advance
Fee-only: Hourly fee up to $300 per hour; Fixed fees based on estimated hours and complexity; Retainer fees ranging from $1,000 to over $5,000 depending on complexity
Main office location
Freedom Trail Financial
20 Park Plaza, Suite 1012
Boston MA 02116, United States
Number of offices
1
Most active in
Freedom Trail Financial has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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