# Freedom Financial Partners LLC

> 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.

- CRD: 327560
- Filed as: FREEDOM FINANCIAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakdale, MN
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327560
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-financial-partners-llc-oakdale-mn-327560

## Quick answers

**How is Freedom Financial Partners LLC compensated?**
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).

**How much does Freedom Financial Partners LLC charge?**
Its Form ADV Part 2A brochure dated February 10, 2026 states: Hourly rate: $400 an hour (Project Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Freedom Financial Partners LLC located?**
Freedom Financial Partners LLC's principal office is in Oakdale, MN, according to its Form ADV.

**Is Freedom Financial Partners LLC registered with the SEC or a state?**
Freedom Financial Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327560.

**How much does Freedom Financial Partners LLC manage?**
Freedom Financial Partners LLC reports $377,914,930 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Freedom Financial Partners LLC's assets and staff changed since 2023?**
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.

**What types of clients does Freedom Financial Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (102).

**Which custodians does Freedom Financial Partners LLC use?**
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.

**Does Freedom Financial Partners 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/327560

**Does Freedom Financial Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "We do not have a minimum account size requirement."

**What changed in Freedom Financial Partners LLC's recent Form ADV filings?**
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%).

## 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 February 10, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Hourly rate: $400 an hour (Project Based Financial Planning)

> Project Based Financial Planning fee is an hourly rate of up to $400.00 per hour, depending on which planner is selected and the complexity of the services requested.

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.

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: $377,914,930
- Discretionary: $377,914,930
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $67,473,657 |
| High net worth individuals | 102 | $310,441,273 |

### 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: 2023 (3 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 7 | August 17, 2023 |
| October 2024 | $241,974,295 | 7 | January 12, 2024 |
| October 2025 | $300,858,365 | 9 | February 27, 2025 |
| October 2026 | $377,914,930 | 8 | February 10, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $300,858,365 to $377,914,930 (+26%).

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Financial Partners LLC (CRD 327560): Form ADV filing data as of October 2026.