Allen Osgood, Jr.
Financial Freedom, LLC · Sarasota, Florida
Allen Osgood, Jr. is a fee-only financial advisor at Financial Freedom, LLC in Sarasota, Florida, who holds the CFP credential.
- $443M
- Firm assets managed
- $566,000
- Firm's average account
What Allen focuses on
How does Allen's firm compare?
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Financial Freedom, LLC's average account is about $566,000, from its Form ADV (assets managed divided by 783 accounts).
Questions about Allen
Is Allen Osgood, Jr. a fee-only financial advisor?
Yes. Allen Osgood, Jr. is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Allen Osgood, Jr. charge for financial advice?
Allen Osgood, Jr. charges hourly fees and an ongoing planning fee.
How much does Allen Osgood, Jr. charge?
According to Financial Freedom, LLC's website, checked October 28, 2026: a $1,000,000 asset minimum.
Where is Allen Osgood, Jr. based?
Allen Osgood, Jr. is based in Sarasota, Florida.
What does Allen Osgood, Jr. specialize in?
Allen Osgood, Jr.'s specialties include retirement planning.
What credentials does Allen Osgood, Jr. hold?
Allen Osgood, Jr. holds the CFP credential.
How much does Financial Freedom, LLC manage?
Financial Freedom, LLC reports $443.2M across 783 accounts in assets under management.
How do I contact Allen Osgood, Jr.?
Through Allen Osgood, Jr.'s website, finfree.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Financial Freedom, LLC |
|---|---|
| Based in | Sarasota, Florida |
| Fee model | Hourly · Ongoing planning fee |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $443.2M across 783 accounts |
| Credentials | CFP |
| Firm size | 4 employees |
| Website | finfree.com |
| Profile |
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Other fee-only advisors in Sarasota
Other advisors in Florida who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Freedom, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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