Michael Freeman
Trilogy Financial Solutions · Oklahoma City, Oklahoma
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.
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Specialties
Who they serve
- Retirees
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 |
| Assets under management | $1.6M across 17 accounts |
| SEC registration | Investment adviser representative in OK · CRD 6209067 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.trilogyfinancialsolutions.com |
| Profile |
How Michael's firm compares
- Trilogy Financial Solutions's average account is about $94,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Michael
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.
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
- Trilogy Financial Solutions 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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