Byrne Financial Freedom, LLC

Byrne Financial Freedom, LLC (CRD# 167893) is a financial advisory firm headquartered in Franklin, MA. They manage $113,256,565 in 608 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $186,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, PA, RI, TX

Financial Advisors at Byrne Financial Freedom, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph G. Byrne
CRD#: 1901015
11 East Street, Franklin, MA 02038
93
Wealthminder
score

Joseph Byrne (CRD# 1901015) is an Investment Advisor Representative working at Byrne Financial Freedom, LLC in Franklin, MA and has over 18 years of experience in the finance industry.

2
Jason S. Weiss
CRD#: 5759562
11 East Street, Franklin, MA 02038
93
Wealthminder
score

Jason Weiss (CRD# 5759562) is an Investment Advisor Representative working at Byrne Financial Freedom, LLC in Franklin, MA and has over 8 years of experience in the finance industry.

3
William J. Walsh
CRD#: 2143236
Marco Island, FL
86
Wealthminder
score

William Walsh (CRD# 2143236) is an Investment Advisor Representative working at Byrne Financial Freedom, LLC in Marco Island, FL and has over 26 years of experience in the finance industry. William Walsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James G. Walsh
CRD#: 844662
11 East Street, Franklin, MA 02038
71
Wealthminder
score

James Walsh (CRD# 844662) is an Investment Advisor Representative working at Byrne Financial Freedom, LLC in Franklin, MA and has over 33 years of experience in the finance industry.

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