Freewood Private Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,777,351
Clients
131
19% 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
131
Very HighAverage account size
$471,583
About
FreeWood Private Wealth Management is a state-registered, single-advisor RIA that provides discretionary investment management, hourly financial planning, and retirement plan (ERISA 3(21)) advisory services to individuals, high-net-worth clients, trusts and estates. The firm reports managing roughly $62 million for about 130 client relationships and delivers ongoing portfolio supervision and periodic reporting through a qualified custodian.
The advisor’s approach is primarily long-term and portfolio-focused, using low-cost mutual funds and ETFs as core holdings while applying both fundamental and technical analysis to construct and rebalance allocations. FreeWood also discloses that it may use or recommend individual stocks, bonds, leveraged/inverse ETFs, penny stocks and cryptocurrency-based products and will sometimes retain legacy positions for tax or strategic reasons.
Notable distinctions compared with many small independent firms include the explicit acceptance and disclosure of higher‑risk instruments (penny stocks, leveraged/inverse ETFs, and crypto-based products), the principal’s licensure to sell insurance products (with commission compensation disclosed as a potential conflict), and participation in an institutional custodian program that provides the firm with economic benefits; the firm also discloses past personal bankruptcy filings and related liens involving the firm’s principal in its Form ADV.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Concentrated stock management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Fee options
1.00% to 1.75% annually, negotiable based on complexity, asset level, and relationship
$150 to $300 per hour for financial planning services, negotiable
Fee-only: Financial planning services charged hourly at $150 to $300 per hour, negotiable
Main office location
Freewood Private Wealth Management, LLC
Powell OH, United States
Number of offices
1
Most active in
Freewood Private Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · 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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