F
Freedom Formula Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Freedom Formula Wealth Management is a registered investment adviser that offers discretionary investment management and ongoing financial planning to individuals, including high‑net‑worth clients. The firm describes tailored planning engagements that can address business planning, cash‑flow and debt management, retirement and estate planning, college savings, insurance review, and tax‑efficiency considerations.
The firm’s investment approach combines fundamental, technical, and charting analysis and may use both passive and active strategies to implement asset‑allocation models and select mutual funds, ETFs, and individual securities. It typically operates with discretionary trading authority and uses an institutional brokerage platform, including block trading, while monitoring fund managers and overlap risks in portfolios.
Noteworthy distinctions include that this is a single‑advisor firm led by a CFP certificant that reported zero assets under management and no clients on its initial ADV filing. The adviser also operates separate non‑investment businesses (digital courses and a management company), recommends a specific custodian platform for client accounts, and does not vote client proxies — features that differ from many larger or more established investment managers.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Initial comprehensive financial plan fee up to $5,000
1.00% annually
Recurring financial planning fees ranging from $100 to $500 per month
Fee-only: Financial planning initial fee up to $5,000; ongoing fixed fees ranging from $100 to $500 per month
Main office location
Freedom Formula Wealth Management
Rochester MI, United States
Number of offices
1
Most active in
Freedom Formula Wealth Management has reported serving >5 clients in these states in the last 12 months.
Michigan
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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