Global Freedom Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
About
Global Freedom Financial LLC is a state‑registered independent advisory firm that provides comprehensive financial planning to individual clients through broad‑based and modular engagements. Services described in the brochure include retirement planning, tax and estate planning, cash flow and debt management, insurance review, business planning, and written or electronic financial plans.
The firm does not provide investment management, does not accept custody of client assets, and reports no assets under management; when it conducts investment analysis as part of a plan it relies on fundamental analysis and asset‑allocation guidance while leaving implementation and broker selection to clients. Compensation is delivered through fixed fees, setup charges, ongoing monthly fees, and hourly billing for limited engagements rather than percentage‑of‑AUM arrangements.
The firm is a solo practice whose principal maintains a full‑time legal career, which influences client scheduling and may lead the adviser to refer clients to the principal’s law firm (with written disclosure of any conflicts). The brochure also notes regular client communications — including frequent newsletters and unlimited email support for ongoing clients — and discloses dependence on the sole owner with no formal succession plan for business continuation in the event of the principal’s death.
Client services
Financial planning
Newsletters or periodicals
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Setup fee ranges from $1,000 to $2,000; fixed annual financial planning fee from $1,000 to $12,000 paid monthly over 12 months
$250 per hour, billed in 15-minute increments
Ongoing monthly fee ranging from $100 to $250, paid in advance each month
Fee-only: Fixed fees ranging from $1,000 to $12,000 annually for broad-based financial planning; hourly fees of $250 per hour for modular planning
Main office location
Global Freedom Financial LLC
South Charleston WV, United States
Number of offices
1
Most active in
Global Freedom Financial LLC has reported serving >5 clients in these states in the last 12 months.
Washington · West Virginia
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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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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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