Ronald Freeman
Lifepath Advisors · Bluffton, South Carolina
Ronald Freeman is a fee-only financial advisor at Lifepath Advisors in Bluffton, South Carolina, who holds the CFP credential. Lifepath Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lifepath Advisors |
|---|---|
| Based in | Bluffton, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.7M across 36 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC · CRD 1830650 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Ronald's firm compares
- Lifepath Advisors's average account is about $492,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Ronald
Is Ronald Freeman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Lifepath Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Lifepath Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Freeman based?
Ronald Freeman is based in Bluffton, South Carolina.
What credentials does Ronald Freeman hold?
Ronald Freeman holds the CFP credential.
Is Ronald Freeman registered with the SEC?
Yes. Ronald Freeman is registered as an investment adviser representative in GA and SC (CRD 1830650), 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 Lifepath Advisors manage?
Lifepath Advisors reports $17.7M across 36 accounts in assets under management.
How do I contact Ronald Freeman?
Contact details aren't on file yet. Search for Lifepath Advisors.
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
- 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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