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Advisor

John Freed

A & C Investment · Salt Lake City, Utah

John Freed is a fee-only financial advisor at A & C Investment in Salt Lake City, Utah, who holds the CFP credential. A & C Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmA & C Investment
Based in Salt Lake City, Utah
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$21.7M across 14 accounts
CredentialsCFP
SEC registration Investment adviser representative in UT · CRD 4485696
Firm size1 employee
Disclosures None reported

How John's firm compares

  • A & C Investment's average account is about $1.5 million, from its Form ADV (assets managed divided by 14 accounts).

What fee-only advisors charge in Utah

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Questions about John

Is John Freed a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and A & C Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does John charge for financial advice?

John's firm, A & C Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is John Freed based?

John Freed is based in Salt Lake City, Utah.

What credentials does John Freed hold?

John Freed holds the CFP credential.

Is John Freed registered with the SEC?

Yes. John Freed is registered as an investment adviser representative in UT (CRD 4485696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does A & C Investment manage?

A & C Investment reports $21.7M across 14 accounts in assets under management.

How do I contact John Freed?

Contact details aren't on file yet. Search for A & C Investment.

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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