Allen Osgood
Financial Freedom · Malvern, Pennsylvania
Allen Osgood is a fee-only financial advisor at Financial Freedom in Malvern, Pennsylvania, who holds the CFP credential. Financial Freedom reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Freedom |
|---|---|
| Based in | Malvern, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $443.2M across 783 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, ME, OH, PA · CRD 2825858 |
| Exams passed | Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.finfreeohio.com |
How Allen's firm compares
- Financial Freedom's average account is about $566,000, from its Form ADV (assets managed divided by 783 accounts).
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Questions about Allen
Is Allen Osgood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Financial Freedom reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen's firm, Financial Freedom, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allen Osgood based?
Allen Osgood is based in Malvern, Pennsylvania.
What credentials does Allen Osgood hold?
Allen Osgood holds the CFP credential.
Is Allen Osgood registered with the SEC?
Yes. Allen Osgood is registered as an investment adviser representative in FL, ME, OH and PA (CRD 2825858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Freedom manage?
Financial Freedom reports $443.2M across 783 accounts in assets under management.
How do I contact Allen Osgood?
Through Allen's website, www.finfreeohio.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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