# Eduardo Ramos  Perez

> Eduardo Ramos  Perez is a fee-only financial advisor at Freedom Advisory in Guaynabo, Puerto Rico. Freedom Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eduardo-ramos-perez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Freedom Advisory
- **Based in:** Guaynabo, Puerto Rico
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $880.6M across 938 accounts
- **CRD:** 7141245 (https://adviserinfo.sec.gov/individual/summary/7141245)
- **SEC registration:** Investment adviser representative in PR
- **Exams passed:** Series 66 (2019)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.freedom-advisory.com

## Frequently asked questions

### Is Eduardo Ramos  Perez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eduardo holds no broker registration, and Freedom Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eduardo charge for financial advice?

Eduardo's firm, Freedom Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Eduardo Ramos  Perez based?

Eduardo Ramos  Perez is based in Guaynabo, Puerto Rico.

### Is Eduardo Ramos  Perez registered with the SEC?

Yes. Eduardo Ramos  Perez is registered as an investment adviser representative in PR (CRD 7141245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Freedom Advisory manage?

Freedom Advisory reports $880.6M across 938 accounts in assets under management.

### How do I contact Eduardo Ramos  Perez?

Through Eduardo's website, www.freedom-advisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7141245): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.