{
  "crd_number": 301981,
  "slug": "financial-freedom-for-dentists-llc-snoqualmie-wa-301981",
  "primary_business_name": "FINANCIAL FREEDOM FOR DENTISTS LLC",
  "legal_name": "FINANCIAL FREEDOM FOR DENTISTS LLC",
  "dbas": [],
  "city": "Snoqualmie",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-10-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 182154130.0,
  "raum_discretionary": 182154130.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11782287.0,
      "count": 82
    },
    "pension_profit_sharing": {
      "raum": 62080688.0,
      "count": 24
    },
    "high_net_worth_individuals": {
      "raum": 108291155.0,
      "count": 37
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ID",
    "MT",
    "OR",
    "WA"
  ],
  "websites": [
    "https://facebook.com/Freedom4Dentists",
    "https://financialfreedomfordentists.com",
    "https://linkedin.com/company/freedom4dentists",
    "https://linkedin.com/in/nathan-ricks-81b12363",
    "https://youtube.com/channel/UCUM4x5l6B0ZBuT3-R8maYmw/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301981",
  "city_as_filed": "SNOQUALMIE",
  "url": "https://advisorcensus.com/firm/financial-freedom-for-dentists-llc-snoqualmie-wa-301981",
  "display_name": "Financial Freedom for Dentists LLC",
  "summary": "Financial Freedom for Dentists LLC is an SEC-registered investment advisory firm in Snoqualmie, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Financial Freedom for Dentists LLC (CRD 301981): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Freedom for Dentists LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Freedom for Dentists LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Financial Freedom for Dentists LLC located?",
      "a": "Financial Freedom for Dentists LLC's principal office is in Snoqualmie, WA, according to its Form ADV."
    },
    {
      "q": "Is Financial Freedom for Dentists LLC registered with the SEC or a state?",
      "a": "Financial Freedom for Dentists LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 301981."
    },
    {
      "q": "How much does Financial Freedom for Dentists LLC manage?",
      "a": "Financial Freedom for Dentists LLC reports $182,154,130 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Financial Freedom for Dentists LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Financial Freedom for Dentists LLC: Regulatory assets under management: $116,200,000 in the October 2022 data and $182,154,130 in the October 2026 data, up 57%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Financial Freedom for Dentists LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (24)."
    },
    {
      "q": "Which custodians does Financial Freedom for Dentists LLC use?",
      "a": "Financial Freedom for Dentists LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Matrix and Schwab Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Financial Freedom for Dentists 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/301981"
    },
    {
      "q": "Does Financial Freedom for Dentists LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 says: \"FFD does not require a minimum to open an account.\""
    },
    {
      "q": "What changed in Financial Freedom for Dentists LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Regulatory assets under management went from $165,561,000 to $182,154,130 (+10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 116200000.0,
      "total_employees": 2,
      "filing_date": "2022-02-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 109900000.0,
      "total_employees": 3,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 129705000.0,
      "total_employees": 3,
      "filing_date": "2024-07-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 138000000.0,
      "total_employees": 3,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 182154130.0,
      "total_employees": 3,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $165,561,000 to $182,154,130 (+10%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $138,000,000 to $165,561,000 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "FFD does not require a minimum to open an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "FFD does not require a minimum to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Matrix",
      "name_as_filed": "MATRIX",
      "affiliated": false
    },
    {
      "name": "Schwab Trust",
      "name_as_filed": "SCHWAB TRUST",
      "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/financial-freedom-for-dentists-llc-snoqualmie-wa-301981.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 82,
      "fewer_than_5": false,
      "raum": 11782287.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 108291155.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 62080688.0
    }
  ],
  "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/301981",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}