Humberto Portillo
Financial Freedom Management · Ramsey, New Jersey
Humberto Portillo is a fee-only financial advisor at Financial Freedom Management in Ramsey, New Jersey. Financial Freedom Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Freedom Management |
|---|---|
| Based in | Ramsey, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.1M across 75 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 6553019 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | stocktwits.com/humbe |
| Profile |
How Humberto's firm compares
- Financial Freedom Management's average account is about $108,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Humberto
Is Humberto Portillo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Humberto holds no broker registration, and Financial Freedom Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Humberto charge for financial advice?
Humberto's firm, Financial Freedom Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Humberto Portillo based?
Humberto Portillo is based in Ramsey, New Jersey.
Is Humberto Portillo registered with the SEC?
Yes. Humberto Portillo is registered as an investment adviser representative in NJ and NY (CRD 6553019), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Freedom Management manage?
Financial Freedom Management reports $8.1M across 75 accounts in assets under management.
How do I contact Humberto Portillo?
Through Humberto's website, stocktwits.com/humbe.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ramsey
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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