CRD: 315316
Freedom Financial Management, INC
$11.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-12-2023
- Office Locations
- 2
Office Locations
2013 Live OAK Blvd Suite K Saint Cloud FL
-- Orlando FL
About Freedom Financial Management, INC
Freedom Financial Management is a fee-only advisory firm providing financial planning alongside tax preparation for retail clients. The practice builds portfolios primarily with ETFs and maintains client accounts through major custodians including Charles Schwab and Fidelity/NFS—useful for distribution teams targeting ETF-led, planning-centric relationships.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$474.5K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROLLAND BASANT
Director, President
- CRD
- #5141395
- Ownership
- 75% or more
Available
Available
Available
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Kevin J Dunleavy
--
- CRD
- #7220667
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,861,411 | -- |
| Total | $11,861,411 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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