# Richard Freitag

> Richard Freitag is a fee-only financial advisor at Freitag Financial Group, LLC. in Charlotte, North Carolina, who holds the CFP credential. Richard focuses on tax planning and family wealth transfer. Freitag Financial Group, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Freitag Financial Group, LLC.
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $54.7M across 171 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Family wealth transfer
- **CRD:** 2203702 (https://adviserinfo.sec.gov/individual/summary/2203702)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 63 (1992), Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.freitagfinancialgroup.com

## Frequently asked questions

### Is Richard Freitag a fee-only financial advisor?

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

### How does Richard charge for financial advice?

Richard's firm, Freitag Financial Group, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Richard Freitag based?

Richard Freitag is based in Charlotte, North Carolina.

### What does Richard specialize in?

Richard's specialties include tax planning and family wealth transfer.

### What credentials does Richard Freitag hold?

Richard Freitag holds the CFP credential.

### Is Richard Freitag registered with the SEC?

Yes. Richard Freitag is registered as an investment adviser representative in NC and SC (CRD 2203702), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Freitag Financial Group, LLC. manage?

Freitag Financial Group, LLC. reports $54.7M across 171 accounts in assets under management.

### How do I contact Richard Freitag?

Through Richard's website, www.freitagfinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2203702): 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://www.freitagfinancialgroup.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.