Stacy Culotta
Freedom Family Office · Mesa, Arizona
Stacy Culotta is a fee-only financial advisor at Freedom Family Office in Mesa, Arizona, who holds the CFP credential. Freedom Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Freedom Family Office |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.1M across 216 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 4553639 |
| Exams passed | Series 66 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | talktofreedom.com |
How Stacy's firm compares
- Freedom Family Office's average account is about $751,000, from its Form ADV (assets managed divided by 216 accounts).
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Questions about Stacy
Is Stacy Culotta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacy holds no broker registration, and Freedom Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stacy charge for financial advice?
Stacy's firm, Freedom Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stacy Culotta based?
Stacy Culotta is based in Mesa, Arizona.
What credentials does Stacy Culotta hold?
Stacy Culotta holds the CFP credential.
Is Stacy Culotta registered with the SEC?
Yes. Stacy Culotta is registered as an investment adviser representative in AZ (CRD 4553639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Family Office manage?
Freedom Family Office reports $162.1M across 216 accounts in assets under management.
How do I contact Stacy Culotta?
Through Stacy's website, talktofreedom.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
- 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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