Freeman & Freeman Private Wealth Management LLC

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Client assets under management

$44,515,128

Clients

115

3% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$387,088

About

Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement/rollover advice to individuals, high-net-worth clients, trusts, estates and business entities. The firm manages accounts primarily through Charles Schwab and Interactive Brokers and can access participant-directed retirement plans and 401(k)-type accounts via the Pontera order-management platform.

Portfolio construction typically uses ETFs and mutual funds for core market exposure, supplemented by REITs, preferred shares and select individual equities to pursue income and targeted alpha within Balanced or Growth model allocations. Investment decisions are driven by fundamental analysis with a long-term orientation, and strategies are adjusted for client-specific situations such as low-basis stock, legacy holdings or tax considerations.

What distinguishes the firm is an affiliation with an insurance entity (Oak River Insurance Group LLC) and adviser representatives who are licensed insurance agents and may recommend commissionable insurance or annuity products; the brochure discloses this conflict and describes policies intended to mitigate it. The firm also began operations in October 2023 after assuming clients from a predecessor adviser and is run by two equal-controlling members, reflecting a small-team service model with documented compliance and supervisory procedures.

Client services

Financial planning Portfolio management

Expertise

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) General retirement planning

Fee options

Percentage

$0 - $1,000,000: 1.65% annually $1,000,001+: 1.40% annually

Project-based

Hourly fee for financial planning services ranges from $500 to $1,000 per hour, fees negotiable

Other

Minimum fee: Minimum hourly fee for financial planning is generally $500 Fee-only: Hourly fee for financial planning services ranges from $500 to $1,000 per hour, fees negotiable

Main office location

Freeman & Freeman Private Wealth Management LLC

Montgomery TX, United States

Number of offices

Most active in

Texas

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

Quick links

Facebook Instagram Website 936-283-4105

Advisors at this firm

Aaron F

ChFC®, Series 65

The Woodlands, TX

Freeman & Freeman Private Wealth Management LLC

Aaron Freeman is a ChFC® and Series 65-registered advisor with 17 years of industry experience. He is currently a principal at Freeman & Freeman Private Wealth Management LLC, where he has worked since 2023. Freeman also has ties to Oak River Insurance Group LLC and Oak River Financial Group Inc., reflecting a background that includes both financial planning and insurance services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment approach combines ETFs and mutual funds with REITs, preferred shares, and select equities, using fundamental analysis and a long-term orientation tailored to client-specific needs.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) General retirement planning

Nichol F

Series 65

The Woodlands, TX

Freeman & Freeman Private Wealth Management LLC

Nichol Freeman is a financial advisor with Freeman & Freeman Private Wealth Management LLC in Montgomery, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Freeman & Freeman, she worked at Oak River Insurance Group LLC and Oak River Financial Group Inc., and has nearly a decade of experience with Schaefer Oilfield Services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a long-term investment approach using ETFs, mutual funds, REITs, preferred shares, and select equities, with strategies tailored to client-specific tax and legacy considerations.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) General retirement planning

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