# Joseph Freeman

> Joseph Freeman is a fee-only financial advisor at Private Wealth Advisors in Boise, Idaho. Joseph focuses on retirement planning, estate & legacy planning and small business owners. Private Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Private Wealth Advisors
- **Based in:** Boise, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $12.8M across 76 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 5452657 (https://adviserinfo.sec.gov/individual/summary/5452657)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.pwadvisor.com

## Frequently asked questions

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

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

### How does Joseph charge for financial advice?

Joseph's firm, Private Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Freeman based?

Joseph Freeman is based in Boise, Idaho.

### What does Joseph specialize in?

Joseph's specialties include retirement planning, estate & legacy planning and small business owners.

### Is Joseph Freeman registered with the SEC?

Yes. Joseph Freeman is registered as an investment adviser representative in ID (CRD 5452657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Wealth Advisors manage?

Private Wealth Advisors reports $12.8M across 76 accounts in assets under management.

### How do I contact Joseph Freeman?

Through Joseph's website, www.pwadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5452657): 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://privatewealthidaho.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.