Rolland Basant
Freedom Financial Management · Saint Cloud, Florida
Rolland Basant is a fee-only financial advisor at Freedom Financial Management in Saint Cloud, Florida. Rolland charges an ongoing planning fee and focuses on tax planning.
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Specialties
Facts
| Firm | Freedom Financial Management |
|---|---|
| Based in | Saint Cloud, Florida |
| Fee model | Ongoing planning fee |
| Assets under management | $11.9M across 83 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5141395 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.freedomfinancialmgmt.com |
How Rolland's firm compares
- Freedom Financial Management's average account is about $143,000, from its Form ADV (assets managed divided by 83 accounts).
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Questions about Rolland
Is Rolland Basant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rolland holds no broker registration, and Freedom Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rolland charge for financial advice?
Rolland charges an ongoing planning fee.
Where is Rolland Basant based?
Rolland Basant is based in Saint Cloud, Florida.
What does Rolland specialize in?
Rolland's specialties include tax planning.
Is Rolland Basant registered with the SEC?
Yes. Rolland Basant is registered as an investment adviser representative in FL (CRD 5141395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Freedom Financial Management manage?
Freedom Financial Management reports $11.9M across 83 accounts in assets under management.
How do I contact Rolland Basant?
Through Rolland's website, www.freedomfinancialmgmt.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 Management 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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