# Freedom Financial Planning Solutions, LLC

> Freedom Financial Planning Solutions, LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 292288
- Filed as: FREEDOM FINANCIAL PLANNING SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292288
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-financial-planning-solutions-llc-292288

## Quick answers

**How is Freedom Financial Planning Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Financial Planning Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Freedom Financial Planning Solutions, LLC registered with the SEC or a state?**
Freedom Financial Planning Solutions, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292288.

**How much does Freedom Financial Planning Solutions, LLC manage?**
Freedom Financial Planning Solutions, LLC reports $2,430,113 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Freedom Financial Planning Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); pension and profit sharing plans (but not the plan participants or government pension plans) (2); high net worth individuals (1).

**Does Freedom Financial Planning Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292288

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,430,113
- Discretionary: $2,430,113
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $999,337 |
| High net worth individuals | 1 | $1,186,695 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $244,081 |

### 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)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [freedomfpsolutions.com](https://freedomfpsolutions.com)
- Facebook facebook.com
- LinkedIn @ffps-steve-underriter

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Financial Planning Solutions, LLC (CRD 292288): Form ADV filing data as of October 2026.