{
  "crd_number": 167893,
  "slug": "byrne-financial-freedom-llc-franklin-ma-167893",
  "primary_business_name": "BYRNE FINANCIAL FREEDOM, LLC",
  "legal_name": "BYRNE FINANCIAL FREEDOM, LLC",
  "dbas": [],
  "city": "Franklin",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-03-28",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-06-05",
  "carried_forward": false,
  "raum_total": 546432495.0,
  "raum_discretionary": 546432495.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1368263.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 111512207.0,
      "count": 578
    },
    "pension_profit_sharing": {
      "raum": 11410488.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 421500191.0,
      "count": 378
    },
    "corporations_other_businesses": {
      "raum": 641346.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "GA",
    "MA",
    "ME",
    "NH",
    "NJ",
    "NY",
    "PA",
    "RI",
    "TX",
    "VA"
  ],
  "websites": [
    "https://byrnefinancialfreedom.com",
    "https://facebook.com/BYRNEFINANCIALFREEDOM",
    "https://instagram.com/byrnefinancialfreedom?igsh=MWZtbXRkcWFmOHpicA%3D%3D",
    "https://linkedin.com/company/byrne-financial-freedom-llc",
    "https://youtube.com/channel/UCucQYSpSlJ2GjUKHr7_5qQA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167893",
  "city_as_filed": "FRANKLIN",
  "url": "https://advisorcensus.com/firm/byrne-financial-freedom-llc-franklin-ma-167893",
  "display_name": "Byrne Financial Freedom, LLC",
  "summary": "Byrne Financial Freedom, LLC is an SEC-registered investment advisory firm in Franklin, MA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 5, 2026.",
  "citation": "AdvisorCensus. Byrne Financial Freedom, LLC (CRD 167893): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Byrne Financial Freedom, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Byrne Financial Freedom, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Byrne Financial Freedom, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 5, 2026 states: Asset-based fee: 0.25% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Byrne Financial Freedom, LLC located?",
      "a": "Byrne Financial Freedom, LLC's principal office is in Franklin, MA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Byrne Financial Freedom, LLC registered with the SEC or a state?",
      "a": "Byrne Financial Freedom, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 167893."
    },
    {
      "q": "How much does Byrne Financial Freedom, LLC manage?",
      "a": "Byrne Financial Freedom, LLC reports $546,432,495 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Byrne Financial Freedom, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Byrne Financial Freedom, LLC: Regulatory assets under management: $242,743,187 in the October 2021 data and $546,432,495 in the October 2026 data, up 125%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Byrne Financial Freedom, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (578); high net worth individuals (378); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Which custodians does Byrne Financial Freedom, LLC use?",
      "a": "Byrne Financial Freedom, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Byrne Financial Freedom, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167893"
    },
    {
      "q": "What changed in Byrne Financial Freedom, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $435,738,200 to $546,432,495 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 242743187.0,
      "total_employees": 8,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 315093272.0,
      "total_employees": 8,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 290377826.0,
      "total_employees": 10,
      "filing_date": "2023-07-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 357402351.0,
      "total_employees": 9,
      "filing_date": "2024-04-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 435738200.0,
      "total_employees": 10,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 546432495.0,
      "total_employees": 11,
      "filing_date": "2026-06-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $435,738,200 to $546,432,495 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 2.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 2.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.25% to 2.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        2.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management fees range from 0.25% to 2.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/byrne-financial-freedom-llc-franklin-ma-167893.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 578,
      "fewer_than_5": false,
      "raum": 111512207.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 378,
      "fewer_than_5": false,
      "raum": 421500191.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 11410488.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1368263.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 641346.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167893",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}