Freedom Financial Partners LLC

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Client assets under management

$377,914,930

Clients

308

33% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,226,997

About

Freedom Financial Partners serves individuals, high‑net‑worth clients, and pension/profit‑sharing plans, offering portfolio management, comprehensive financial planning, retirement‑plan consulting, and insurance advisory services. The firm reports managing approximately $377.9 million on a discretionary basis with a five‑advisor team serving about 308 clients.

The firm’s investment process centers on establishing a target asset allocation guided by Modern Portfolio Theory and customized investment policy statements, using mutual funds, ETFs, separate account strategies and sub‑advisers as appropriate. It blends active and passive strategies, employs fundamental, technical, cyclical and charting analysis, and uses Fiducient Advisors LLC as an investment consultant while providing a Pontera service to implement tax‑efficient strategies in non‑custodied workplace accounts.

Noteworthy for a team firm, the firm’s materials include client testimonials and references to third‑party ratings, practices that are relatively uncommon among peers. The brochure also discloses features such as access to commission‑free insurance through a DPL platform (without adviser commissions), serving as a 3(21) fiduciary for retirement plans, and offering alternative investments, including cryptocurrency, to qualified clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Retirement income strategy Business exit / sale strategy Charitable giving tax strategies

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees for investment management services range from $1,000 to $100,000, depending on assets and complexity

Project-based

Up to $400.00 per hour for project-based financial planning, depending on planner and complexity

Main office location

Freedom Financial Partners LLC

600 Inwood Ave North, Ste 260

Oakdale MN 55128, United States

Number of offices

Most active in

California · Minnesota · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 651-797-3532

Advisors at this firm

Kyle P

CFP®, Series 63

Oakdale, MN

Freedom Financial Partners LLC

Kyle Playford is a CFP® with five years of industry experience, currently serving as an advisor at Freedom Financial Partners LLC. His prior roles include positions at AdvisorNet Wealth Management, Pine Grove Financial Group, and JPMorgan Chase. Outside of advisory work, he is involved with FFP Insurance LLC as a licensed insurance agent. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services. The firm’s investment approach combines active and passive strategies guided by Modern Portfolio Theory and customized investment policy statements.

Private / alternative investments Retirement income strategy Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Retired

Evan W

CFP®

Oakdale, MN

Freedom Financial Partners LLC

Evan Weiand is a CFP® professional with two years of industry experience, currently serving as an advisor at Freedom Financial Partners LLC since 2022. Prior to joining Freedom Financial Partners, he worked at Milliman, Inc. for five years and held a position with the City of Rosemount, MN, for four years. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services. The firm employs a mixed active and passive investment approach based on Modern Portfolio Theory and customized investment policy statements, managing approximately $377.9 million with a five-advisor team.

Private / alternative investments Retirement income strategy Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Retired

Trever C

Series 63, Series 66

Oakdale, MN

Freedom Financial Partners LLC

Trever Christian is a financial advisor with Freedom Financial Partners LLC in Oakdale, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with AdvisorNet Wealth Management, United Capital Financial Advisers, LLC, and Investment Centers of America. Outside of advising, he is co-owner of FFP Insurance, LLC, where he is involved in the sales and servicing of insurance products. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policies, managing approximately $377.9 million on a discretionary basis.

Private / alternative investments Retirement income strategy Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Retired

John S

CFP®, Series 63

Oakdale, MN

Freedom Financial Partners LLC

John Schwalbach is a CFP® with 23 years of industry experience, currently serving at Freedom Financial Partners LLC. He has previously worked with AdvisorNet Wealth Management, United Capital Financial Advisers, Cetera Advisor Networks, and Investments Centers of America. In addition to his advisory role, he is Co-President and an insurance agent at FFP Insurance, LLC, a licensed insurance agency in Oakdale, MN, and serves as a trustee for a family trust. Freedom Financial Partners is a five-advisor team managing approximately $377.9 million for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services.

Private / alternative investments Retirement income strategy Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Retired

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