# Financial Freedom for Dentists LLC

> 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.

- CRD: 301981
- Filed as: FINANCIAL FREEDOM FOR DENTISTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Snoqualmie, WA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301981
- AdvisorCensus page: https://advisorcensus.com/firm/financial-freedom-for-dentists-llc-snoqualmie-wa-301981

## Quick answers

**How is Financial Freedom for Dentists LLC compensated?**
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).

**Where is Financial Freedom for Dentists LLC located?**
Financial Freedom for Dentists LLC's principal office is in Snoqualmie, WA, according to its Form ADV.

**Is Financial Freedom for Dentists LLC registered with the SEC or a state?**
Financial Freedom for Dentists LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 301981.

**How much does Financial Freedom for Dentists LLC manage?**
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).

**How have Financial Freedom for Dentists LLC's assets and staff changed since 2022?**
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.

**What types of clients does Financial Freedom for Dentists LLC serve?**
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).

**Which custodians does Financial Freedom for Dentists LLC use?**
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.

**Does Financial Freedom for Dentists 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/301981

**Does Financial Freedom for Dentists LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "FFD does not require a minimum to open an account."

**What changed in Financial Freedom for Dentists LLC's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $165,561,000 to $182,154,130 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: None

> FFD does not require a minimum to open an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Matrix
- Schwab Trust

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: $182,154,130
- Discretionary: $182,154,130
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $11,782,287 |
| High net worth individuals | 37 | $108,291,155 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $62,080,688 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, MT, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialfreedomfordentists.com
- Facebook @Freedom4Dentists
- LinkedIn @freedom4dentists
- LinkedIn @nathan-ricks-81b12363
- YouTube @UCUM4x5l6B0ZBuT3-R8maYmw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $116,200,000 | 2 | February 18, 2022 |
| October 2023 | $109,900,000 | 3 | September 5, 2023 |
| October 2024 | $129,705,000 | 3 | July 3, 2024 |
| October 2025 | $138,000,000 | 3 | March 21, 2025 |
| October 2026 | $182,154,130 | 3 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $165,561,000 to $182,154,130 (+10%).

### April 2026
- Regulatory assets under management went from $138,000,000 to $165,561,000 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Freedom for Dentists LLC (CRD 301981): Form ADV filing data as of October 2026.