Freedom Found Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,960,280
Clients
38
53% high-net worth
Advisors
1
of 1 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
38
HighAverage account size
$1,814,744
About
Freedom Found Financial provides investment advisory and financial planning services to individual clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers integrated portfolio management (discretionary and non‑discretionary), model‑based portfolios, standalone financial planning, and single‑topic consulting on an hourly basis.
The firm’s investment work centers on ETF‑based model portfolios and a mix of analytical approaches (including modern portfolio theory, technical and fundamental analysis), with the ability to implement option strategies where appropriate. Portfolios are tailored to clients’ risk tolerance, time horizon, and objectives, and the adviser conducts regular account reviews and ongoing plan updates.
Compared with many independent peers, the firm does not use a percentage‑of‑assets fee schedule and instead bills fixed advisory and planning fees billed in advance or on a periodic basis. The firm manages a relatively large amount of client assets for a small client roster and its personnel are also involved in community and educational activities, including assisting underprivileged youth with ABLE and PASS accounts and teaching at the university level.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
One-time advance payment fee for initial construction of financial plan: $4,000 (waived if assets under management exceed $500,000); standalone financial planning initial construction fee $1,000.
$500,000 - $1,000,000: $6,000 annually $1,000,001 - $2,000,000: $8,500 annually $2,000,001+: $12,000 annually
$200 per hour for single subject financial planning/general consulting services, negotiable.
Account minimum: $2,500 annual fee minimum to open and maintain an advisory account (may be waived at discretion). Minimum fee: Minimum annual fee of $2,500 to open and maintain an advisory account, waivable at discretion. Fee-only: Fixed fee generally ranging from $6,000 to $12,000 annually for portfolio management and financial planning services; standalone financial planning fees range from $2,000 to $2,500 annually plus initial construction fee.
Main office location
Freedom Found Financial
43 Old Ln.
Towaco NJ 07082, United States
Number of offices
1
Most active in
Freedom Found Financial has reported serving >5 clients in these states in the last 12 months.
New Jersey
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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