# Freedom Fiduciaries LLC

> Freedom Fiduciaries LLC is an SEC-registered investment advisory firm in Boise, ID, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 323673
- Filed as: FREEDOM FIDUCIARIES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323673
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-fiduciaries-llc-boise-id-323673

## Quick answers

**How is Freedom Fiduciaries LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Fiduciaries LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Freedom Fiduciaries LLC charge?**
Its Form ADV Part 2A brochure dated August 3, 2026 states: Up to $1,000,000: 1.5% a year; $1,000,000 to $2,000,000: 1.25% a year; Above $2,000,000: 1% a year; Flat fee: $1,500 (Financial Planning); Hourly rate: $500 an hour (Financial Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Freedom Fiduciaries LLC located?**
Freedom Fiduciaries LLC's principal office is in Boise, ID, according to its Form ADV.

**Is Freedom Fiduciaries LLC registered with the SEC or a state?**
Freedom Fiduciaries LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 323673.

**How much does Freedom Fiduciaries LLC manage?**
Freedom Fiduciaries LLC reports $584,617,445 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**How have Freedom Fiduciaries LLC's assets and staff changed since 2024?**
In the Form ADV data for Freedom Fiduciaries LLC: Regulatory assets under management: $331,601,654 in the October 2024 data and $584,617,445 in the October 2026 data, up 76%. Total employees: 2 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Freedom Fiduciaries LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (115); individuals (other than high net worth individuals) (9).

**Which custodians does Freedom Fiduciaries LLC use?**
Freedom Fiduciaries LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Empower and Voya as custodians holding 10% or more of its separately managed account assets.

**Does Freedom Fiduciaries 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/323673

**What changed in Freedom Fiduciaries LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $436,425,000 to $584,617,445 (+34%).

## 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 August 3, 2026)

- Up to $1,000,000: 1.5% a year
- $1,000,000 to $2,000,000: 1.25% a year
- Above $2,000,000: 1% a year

> Our standard Advisory Fee schedule for Individual Accounts is as follows: $0 to $1,000,000 1.50% $1,000,000 to $2,000,000 1.25% Over $2,000,000 1.00%

- Flat fee: $1,500 (Financial Planning)

> Financial Planning is charged at a rate of $1,500 per plan and is considered completed upon delivery and explanation of the financial plan.

- Hourly rate: $500 an hour (Financial Consulting)

> hourly basis not to exceed $500 per hour. Flat Financial Consulting fees are charged quarterly and in advance and hourly Financial Consulting is payable after the services are provided.

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

### Custodians (Schedule D, Section 5.K(3))
- Empower
- Voya

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: $584,617,445
- Discretionary: $584,617,445
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,402,423 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 115 | $580,215,022 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [freedomfiduciaries.com](https://freedomfiduciaries.com)
- LinkedIn @freedom-fiduciaries

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $331,601,654 | 2 | September 18, 2024 |
| October 2025 | $436,425,000 | 3 | July 11, 2025 |
| October 2026 | $584,617,445 | 5 | August 3, 2026 |

Regulatory assets under management: $331,601,654 in the October 2024 data and $584,617,445 in the October 2026 data, up 76%.
Total employees: 2 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $436,425,000 to $584,617,445 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Fiduciaries LLC (CRD 323673): Form ADV filing data as of October 2026.