# Freedom Trail Financial

> Freedom Trail Financial is a state-registered investment advisory firm in Boston, MA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated April 8, 2026.

- CRD: 283902
- Filed as: FREEDOM TRAIL FINANCIAL
- Legal name: Freedom Trail Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283902
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-trail-financial-boston-ma-283902

## Quick answers

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

**Where is Freedom Trail Financial located?**
Freedom Trail Financial's principal office is in Boston, MA, according to its Form ADV.

**Is Freedom Trail Financial registered with the SEC or a state?**
Freedom Trail Financial is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 283902.

**Does Freedom Trail Financial 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/283902

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freedomtrailfinancial.com
- Facebook @FREEDOMTRAILFINANCIALLLC
- LinkedIn @freedom-trail-financial
- X @FreedomTrailFin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Trail Financial (CRD 283902): Form ADV filing data as of October 2026.