Joseph Freeman
Private Wealth Advisors · Boise, Idaho
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.
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Specialties
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 |
| Assets under management | $12.8M across 76 accounts |
| SEC registration | Investment adviser representative in ID · CRD 5452657 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pwadvisor.com |
How Joseph's firm compares
- Private Wealth Advisors's average account is about $168,000, from its Form ADV (assets managed divided by 76 accounts).
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Questions about Joseph
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.
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
- Private Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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