{
  "crd_number": 327560,
  "slug": "freedom-financial-partners-llc-oakdale-mn-327560",
  "primary_business_name": "FREEDOM FINANCIAL PARTNERS LLC",
  "legal_name": "FREEDOM FINANCIAL PARTNERS LLC",
  "dbas": [],
  "city": "Oakdale",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-19",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 377914930.0,
  "raum_discretionary": 377914930.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 67473657.0,
      "count": 206
    },
    "high_net_worth_individuals": {
      "raum": 310441273.0,
      "count": 102
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://ffpforme.com",
    "https://linkedin.com/company/freedom-financial-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327560",
  "city_as_filed": "OAKDALE",
  "url": "https://advisorcensus.com/firm/freedom-financial-partners-llc-oakdale-mn-327560",
  "display_name": "Freedom Financial Partners LLC",
  "summary": "Freedom Financial Partners LLC is an SEC-registered investment advisory firm in Oakdale, MN, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.",
  "citation": "AdvisorCensus. Freedom Financial Partners LLC (CRD 327560): 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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Freedom Financial Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Freedom Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Freedom Financial Partners LLC located?",
      "a": "Freedom Financial Partners LLC's principal office is in Oakdale, MN, according to its Form ADV."
    },
    {
      "q": "Is Freedom Financial Partners LLC registered with the SEC or a state?",
      "a": "Freedom Financial Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327560."
    },
    {
      "q": "How much does Freedom Financial Partners LLC manage?",
      "a": "Freedom Financial Partners LLC reports $377,914,930 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Freedom Financial Partners LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Freedom Financial Partners LLC: Regulatory assets under management: $0 in the October 2023 data and $377,914,930 in the October 2026 data. Total employees: 7 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Freedom Financial Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (102)."
    },
    {
      "q": "Which custodians does Freedom Financial Partners LLC use?",
      "a": "Freedom Financial Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Freedom Financial Partners 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/327560"
    },
    {
      "q": "Does Freedom Financial Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Freedom Financial Partners LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $300,858,365 to $377,914,930 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 7,
      "filing_date": "2023-08-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 241974295.0,
      "total_employees": 7,
      "filing_date": "2024-01-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 300858365.0,
      "total_employees": 9,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 377914930.0,
      "total_employees": 8,
      "filing_date": "2026-02-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $300,858,365 to $377,914,930 (+26%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 10, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size requirement."
    ],
    "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
    }
  ],
  "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/freedom-financial-partners-llc-oakdale-mn-327560.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 206,
      "fewer_than_5": false,
      "raum": 67473657.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 102,
      "fewer_than_5": false,
      "raum": 310441273.0
    }
  ],
  "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/327560",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}