# Freemind Financial Advisory

> Freemind Financial Advisory is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 329741
- Filed as: FREEMIND FINANCIAL ADVISORY
- Legal name: Freemind Financial Advisory Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329741
- AdvisorCensus page: https://advisorcensus.com/firm/freemind-financial-advisory-329741

## Quick answers

**How is Freemind Financial Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Freemind Financial Advisory reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Freemind Financial Advisory registered with the SEC or a state?**
Freemind Financial Advisory is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329741.

**How much does Freemind Financial Advisory manage?**
Freemind Financial Advisory reports $6,991,378 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**What types of clients does Freemind Financial Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Freemind Financial Advisory 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/329741

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,991,378
- Discretionary: $6,991,378
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,737,589 |
| High net worth individuals | Fewer than 5 | $5,253,789 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freemindfinancial.com
- Instagram @freemindfinancial
- LinkedIn @freemind-financial-advisory
- X @freemindfin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freemind Financial Advisory (CRD 329741): Form ADV filing data as of October 2026.