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Freedom Financial Planning Solutions, LLC

Freedom Financial Planning Solutions, LLC. CRD 292288

Freedom Financial Planning Solutions, LLC logo

CRD: 292288

Freedom Financial Planning Solutions, LLC

Grand Rapids, MI
6164271794
www.freedomfpsolutions.com
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
DeltaLegacy
Established Date
03-01-2018
Office Locations
1

Office Locations

-- Grand Rapids MI

About Freedom Financial Planning Solutions, LLC

Freedom Financial Planning Solutions, LLC is a Grand Rapids-based, flat-fee RIA serving clients across Michigan and Virginia. Founder Steve Underriter works directly with pre-retirees, retirees, and military members transitioning to civilian life, delivering retirement income planning, Social Security timing, and tax strategies including Roth conversions. The firm also advises on TSP and pension decisions and provides student loan guidance (Certified Student Loan Professional). Portfolios are primarily implemented with ETFs.

Team overview

36 AVG AGE
$2.4M AVG AUM / ADVISOR
$81.0K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

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Asset Classes

Focus Crest delta Unison Vector

Client Personas

Delta beacon

Custodian

Summit Zenith focus Eagle vector Horizon harbor Pathway

Investment Themes

North ember Crest value Unison

Investment Vehicles

Harbor beacon

Platform

North glacier

Services

Peak Bridge foundation Atlas Wave vital Foundation insight Wave catalyst Eagle Foundation value

Technology

Peak Wave ridge

Owner & Executives

Steven Joseph Underriter

Steven Joseph Underriter

Chief Compliance Officer, DIRECTOR, President

CRD
#6907175
Ownership
75% or more
(906) 752-7119
radial.peak@focuscapital.com
in linkedin.com/in/fusion-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,430,113 --
Non-Discretionary $0 --
Total $2,430,113 --

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Separately Managed Accounts

Total SMA Asset: $2,430,113

$2.4M Total SMA
Equity - Exchange:
27.5%
Cash:
28.7%
Equity - OTC:
43.8%
Asset class Assets Assets %
Equity - Exchange $592,799,262 27.5%
Cash $618,666,866 28.7%
Equity - OTC $944,167,552 43.8%
Total $2,155,633,680 100.0%

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