Overview
Assets Under Management: $301 million
Headquarters: OAKDALE, MN
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Frequently Asked Questions
FREEDOM FINANCIAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327560), FREEDOM FINANCIAL PARTNERS LLC is subject to fiduciary duty under federal law.
FREEDOM FINANCIAL PARTNERS LLC is headquartered in OAKDALE, MN.
FREEDOM FINANCIAL PARTNERS LLC serves 89 high-net-worth clients according to their SEC filing dated November 25, 2025. View client details ↓
According to their SEC Form ADV, FREEDOM FINANCIAL PARTNERS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FREEDOM FINANCIAL PARTNERS LLC manages $301 million in client assets according to their SEC filing dated November 25, 2025.
According to their SEC Form ADV, FREEDOM FINANCIAL PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 957
Discretionary Accounts: 957
Regulatory Filings
CRD Number: 327560
Filing ID: 2030040
Last Filing Date: 2025-11-25 12:52:52
Website: 0