# Loyd Burleson

> Loyd Burleson is a fee-only financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, Washington, who holds the CFP and MS credentials. Loyd focuses on physicians & residents, retirement planning and small business owners. Financial Freedom for Dentists LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/loyd-burleson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Freedom for Dentists LLC
- **Based in:** Snoqualmie, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $182.2M across 448 accounts
- **Credentials:** CFP, MS
- **Specialties:** Physicians & residents, Retirement planning, Small business owners
- **Works with:** Physicians
- **CRD:** 7210322 (https://adviserinfo.sec.gov/individual/summary/7210322)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://financialfreedomfordentists.com

## Frequently asked questions

### Is Loyd Burleson a fee-only financial advisor?

Yes. Loyd Burleson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Loyd's firm.

### How does Loyd charge for financial advice?

Loyd's firm, Financial Freedom for Dentists LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Loyd Burleson based?

Loyd Burleson is based in Snoqualmie, Washington.

### What does Loyd specialize in?

Loyd's specialties include physicians & residents, retirement planning and small business owners. Loyd works with physicians.

### What credentials does Loyd Burleson hold?

Loyd Burleson holds the CFP and MS credentials.

### Is Loyd Burleson registered with the SEC?

Yes. Loyd Burleson is registered as an investment adviser representative in WA (CRD 7210322), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Freedom for Dentists LLC manage?

Financial Freedom for Dentists LLC reports $182.2M across 448 accounts in assets under management.

### How do I contact Loyd Burleson?

Through Loyd's website, financialfreedomfordentists.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45560): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.financialfreedomfordentists.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.