CRD: 333216
Family Freedom Wealth Management, LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2024
- Office Locations
- 1
Office Locations
About Family Freedom Wealth Management, LLC
Hatfield Financial Group is a Texas-based advisory practice (advisory services via Family Freedom Wealth Management, LLC) focused on personal financial planning—investing, retirement, estate planning, and wealth preservation—with added benefits planning for executives. The firm also offers insurance solutions through Thomas Hatfield IV (d/b/a Hatfield Financial), pairing investment management with protection planning.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS EDMUND HATFIELD IV
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2868599
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THOMAS EDMUND HATFIELD III
--
- CRD
- #239688
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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