# Byrne Financial Freedom, LLC

> 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.

- CRD: 167893
- Filed as: BYRNE FINANCIAL FREEDOM, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, MA
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167893
- AdvisorCensus page: https://advisorcensus.com/firm/byrne-financial-freedom-llc-franklin-ma-167893

## Quick answers

**How is Byrne Financial Freedom, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Byrne Financial Freedom, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Byrne Financial Freedom, LLC charge?**
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.

**Where is Byrne Financial Freedom, LLC located?**
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).

**Is Byrne Financial Freedom, LLC registered with the SEC or a state?**
Byrne Financial Freedom, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 167893.

**How much does Byrne Financial Freedom, LLC manage?**
Byrne Financial Freedom, LLC reports $546,432,495 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary).

**How have Byrne Financial Freedom, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Byrne Financial Freedom, LLC serve?**
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).

**Which custodians does Byrne Financial Freedom, LLC use?**
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.

**Does Byrne Financial Freedom, LLC report any disciplinary disclosures?**
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

**What changed in Byrne Financial Freedom, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $435,738,200 to $546,432,495 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 5, 2026)

- Asset-based fee: 0.25% to 2.5% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $546,432,495
- Discretionary: $546,432,495
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 578 | $111,512,207 |
| High net worth individuals | 378 | $421,500,191 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $11,410,488 |
| Charitable organizations | Fewer than 5 | $1,368,263 |
| Corporations or other businesses not listed above | Fewer than 5 | $641,346 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, GA, MA, ME, NH, NJ, NY, PA, RI, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Fort Myers, FL

### Websites listed on Form ADV (Item 1.I)
- [byrnefinancialfreedom.com](https://byrnefinancialfreedom.com)
- Facebook @BYRNEFINANCIALFREEDOM
- Instagram @byrnefinancialfreedom
- LinkedIn @byrne-financial-freedom-llc
- YouTube @UCucQYSpSlJ2GjUKHr7_5qQA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $242,743,187 | 8 | March 31, 2021 |
| October 2022 | $315,093,272 | 8 | March 18, 2022 |
| October 2023 | $290,377,826 | 10 | July 18, 2023 |
| October 2024 | $357,402,351 | 9 | April 25, 2024 |
| October 2025 | $435,738,200 | 10 | March 24, 2025 |
| October 2026 | $546,432,495 | 11 | June 5, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $435,738,200 to $546,432,495 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Byrne Financial Freedom, LLC (CRD 167893): Form ADV filing data as of October 2026.