# Michael Freeman

> Michael Freeman is a fee-only financial advisor at Trilogy Financial Solutions in Oklahoma City, Oklahoma. Michael focuses on retirement planning. Trilogy Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-freeman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trilogy Financial Solutions
- **Based in:** Oklahoma City, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.6M across 17 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 6209067 (https://adviserinfo.sec.gov/individual/summary/6209067)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.trilogyfinancialsolutions.com

## Frequently asked questions

### Is Michael Freeman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Trilogy Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Trilogy Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Freeman based?

Michael Freeman is based in Oklahoma City, Oklahoma.

### What does Michael specialize in?

Michael's specialties include retirement planning. Michael works with retirees.

### Is Michael Freeman registered with the SEC?

Yes. Michael Freeman is registered as an investment adviser representative in OK (CRD 6209067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trilogy Financial Solutions manage?

Trilogy Financial Solutions reports $1.6M across 17 accounts in assets under management.

### How do I contact Michael Freeman?

Through Michael's website, www.trilogyfinancialsolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6209067): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://trilogyfinancialsolutions.com/): specialties, clients served, and fees, checked October 30, 2026

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