Karlamary Aleman Aponte
Freedom Advisory · Guaynabo, Puerto Rico
Karlamary Aleman Aponte is a fee-only financial advisor at Freedom Advisory in Guaynabo, Puerto Rico, who holds the PFS credential. Freedom Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Freedom Advisory |
|---|---|
| Based in | Guaynabo, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $880.6M across 938 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in PR, TX · CRD 5204687 |
| Exams passed | Series 66 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.freedom-advisory.com |
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Questions about Karlamary
Is Karlamary Aleman Aponte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karlamary holds no broker registration, and Freedom Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karlamary charge for financial advice?
Karlamary's firm, Freedom Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Karlamary Aleman Aponte based?
Karlamary Aleman Aponte is based in Guaynabo, Puerto Rico.
What credentials does Karlamary Aleman Aponte hold?
Karlamary Aleman Aponte holds the PFS credential.
Is Karlamary Aleman Aponte registered with the SEC?
Yes. Karlamary Aleman Aponte is registered as an investment adviser representative in PR and TX (CRD 5204687), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Advisory manage?
Freedom Advisory reports $880.6M across 938 accounts in assets under management.
How do I contact Karlamary Aleman Aponte?
Through Karlamary's website, www.freedom-advisory.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
- 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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