Freya Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,129,000
Clients
20
0% 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
20
TypicalAverage account size
$1,256,450
About
Freya Financial Services provides fee-only financial life planning and investment management to individuals, families, and small businesses. The firm offers ongoing wealth management, standalone financial planning engagements, and periodic educational workshops or seminars for companies and associations.
The firm constructs globally diversified portfolios using a strategic asset-allocation approach implemented largely through no‑load and low‑load mutual funds, with periodic rebalancing and written investment policy statements tailored to client goals. Most client assets are managed on a non‑discretionary basis—clients retain final approval for trades executed under a limited power of attorney—a practice that is uncommon among peers.
Freya supplements portfolio management with fee‑for‑service financial plans and occasional employer-focused workshops, providing deliverables such as net worth statements and written portfolio reviews. With a relatively small client roster and concentrated assets under management, the firm emphasizes personalized, plan-centered relationships, uses a custodial relationship for trade execution, and provides regular written reporting.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Wealth management
Cash flow / budgeting
Demographic focus
Established Professionals
Fee options
Workshops/educational services compensated by flat fee based on scope and number of attendees.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Financial life planning services charged at $300 per hour; follow-on implementation work also billed at $300 per hour.
Account minimum: No minimum dollar value of assets or other conditions for opening or maintaining an account, but there are advisor fee minimums. Minimum fee: Minimum annual fee of $3,000; fees are negotiable. Fee-only: Fee-only financial life planning services charged at $300 per hour; financial plan fees generally range from $3,000 to $6,000, with a minimum fee of $3,000; fees are negotiable.
Main office location
Freya Financial Services
Concord MA, United States
Number of offices
1
Most active in
Freya Financial Services has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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