Loyd Burleson
Financial Freedom for Dentists LLC · Snoqualmie, Washington
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.
Request an introduction to Loyd →
Specialties
Who they serve
- Physicians
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 | $182.2M across 448 accounts |
| Credentials | CFP · MS |
| SEC registration | Investment adviser representative in WA · CRD 7210322 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | financialfreedomfordentists.com |
How Loyd's firm compares
- Financial Freedom for Dentists LLC's average account is about $407,000, from its Form ADV (assets managed divided by 448 accounts).
Request an introduction to Loyd
Tell Loyd a little about what you're looking for. Loyd isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Loyd
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Freedom for Dentists LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.