Maria Erickson
Freedom Financial & Business Planning · Saint Petersburg, Florida
Maria Erickson is a fee-only financial advisor at Freedom Financial & Business Planning in Saint Petersburg, Florida, who holds the CFP credential. Maria charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,000 a year and one-time plans from $2,000) and focuses on small business owners, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Freedom Financial & Business Planning |
|---|---|
| Based in | Saint Petersburg, Florida |
| Fee model | Hourly · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,000 a year · One-time plans from $2,000 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Not currently |
| Assets under management | $14.8M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5726354 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.freedomfinancialplan.com |
| Profile |
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Questions about Maria
Is Maria Erickson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria holds no broker registration, and Freedom Financial & Business Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maria charge for financial advice?
Maria charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Maria charge?
According to Freedom Financial & Business Planning's website, checked October 30, 2026: ongoing planning from $2,000 a year; one-time plans from $2,000; no asset minimum.
Does Maria work with clients virtually?
Yes. Freedom Financial & Business Planning says on its website that it works with clients remotely.
Where is Maria Erickson based?
Maria Erickson is based in Saint Petersburg, Florida.
What does Maria specialize in?
Maria's specialties include small business owners, tax planning, estate & legacy planning and founders (pre-exit). Maria works with pre-retirees and mid-life transitions.
What credentials does Maria Erickson hold?
Maria Erickson holds the CFP credential.
Is Maria Erickson registered with the SEC?
Yes. Maria Erickson is registered as an investment adviser representative in FL (CRD 5726354), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Financial & Business Planning manage?
Freedom Financial & Business Planning reports $14.8M across 16 accounts in assets under management.
How do I contact Maria Erickson?
Through Maria's website, www.freedomfinancialplan.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
- Freedom Financial & Business Planning 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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