Freedom Day Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,528,677
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
35
9% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$157,962
About
Freedom Day Wealth Management provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individual clients (including high-net-worth individuals) and corporate plan sponsors. The firm manages diversified portfolios across stocks, bonds, mutual funds, ETFs, and REITs and also offers ongoing implementation support and written financial plans for clients.
The firm’s investment process combines fundamental and technical analysis and generally employs a long-term strategy while tailoring recommendations to each client’s financial situation, risk tolerance, and any client-imposed investment restrictions. Accounts and retirement plans are reviewed at least quarterly, with ongoing planning clients receiving monthly or quarterly follow-ups to monitor implementation and make adjustments.
Compared with many peers of similar size, the firm offers retirement-plan consulting and can serve in 3(21) and 3(38) fiduciary roles for plan sponsors, and its principal holds multiple retirement- and planning-related credentials. The brochure also discloses that the principal conducts other business activities (insurance sales and ownership interests in co‑working and media businesses) and that the firm recommends institutional custodians (Schwab and Betterment) while disclosing related conflicts and platform support arrangements.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Cash flow / budgeting
Business Financial Management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial Planning and Consulting Fee: $997 - $1,500; Ongoing Annual Planning Fee: $997 - $1,500
$0 - $1,999,999: 1.00% $2,000,000 - $10,000,000: 0.75% $10,000,001+: 0.60%
Main office location
Freedom Day Wealth Management LLC
1320 Arrow Point Dr, Ste 501
Cedar Park TX 78613, United States
Number of offices
1
Most active in
Freedom Day Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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
Quick links
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