# Harlan Freeman

> Harlan Freeman is a fee-only financial advisor at BrightPath Financial in Deerfield Beach, Florida, who holds the CFP and CFA credentials. Harlan focuses on equity compensation, tax planning and estate & legacy planning. BrightPath Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/harlan-freeman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BrightPath Financial
- **Based in:** Deerfield Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $47.9M across 133 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Retirement planning, Retirement with concentrated positions
- **Works with:** Executives
- **CRD:** 6485104 (https://adviserinfo.sec.gov/individual/summary/6485104)
- **SEC registration:** Investment adviser representative in FL, IL
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://brightpathfinancial.com

## Frequently asked questions

### Is Harlan Freeman a fee-only financial advisor?

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

### How does Harlan charge for financial advice?

Harlan's firm, BrightPath Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Harlan work with clients virtually?

Yes. BrightPath Financial says on its website that it works with clients remotely.

### Where is Harlan Freeman based?

Harlan Freeman is based in Deerfield Beach, Florida.

### What does Harlan specialize in?

Harlan's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and retirement with concentrated positions. Harlan works with executives.

### What credentials does Harlan Freeman hold?

Harlan Freeman holds the CFP and CFA credentials.

### Is Harlan Freeman registered with the SEC?

Yes. Harlan Freeman is registered as an investment adviser representative in FL and IL (CRD 6485104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BrightPath Financial manage?

BrightPath Financial reports $47.9M across 133 accounts in assets under management.

### How do I contact Harlan Freeman?

Through Harlan's website, brightpathfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6485104): 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
- The firm's website (https://www.brightpathfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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