Freedom Financial Planning Solutions, LLC
Freedom Financial Planning Solutions, LLC (CRD# 292288) is a financial advisory firm headquartered in , . They manage $1,730,065 in 9 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Freedom Financial Planning Solutions, LLC
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$192,229
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, VA
Financial Advisors at Freedom Financial Planning Solutions, LLC
1
Steven Underriter (CRD# 6907175) is an Investment Advisor Representative working at Freedom Financial Planning Solutions, LLC in Grand Rapids, MI and has over 6 years of experience in the finance industry.
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