Linda Nelson
Freya Financial Services · Lexington, Massachusetts
Linda Nelson is a fee-only financial advisor at Freya Financial Services in Lexington, Massachusetts, who holds the CFP credential. Freya Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Freya Financial Services |
|---|---|
| Based in | Lexington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.1M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 872307 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.freyafinancial.com |
| Profile |
How Linda's firm compares
- Freya Financial Services's average account is about $399,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Linda
Is Linda Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Linda holds no broker registration, and Freya Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Linda charge for financial advice?
Linda's firm, Freya Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Linda Nelson based?
Linda Nelson is based in Lexington, Massachusetts.
What credentials does Linda Nelson hold?
Linda Nelson holds the CFP credential.
Is Linda Nelson registered with the SEC?
Yes. Linda Nelson is registered as an investment adviser representative in MA (CRD 872307), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freya Financial Services manage?
Freya Financial Services reports $25.1M across 63 accounts in assets under management.
How do I contact Linda Nelson?
Through Linda's website, www.freyafinancial.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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