Firm
Freedom Found Financial LLC
Boonton, New Jersey
Fee-only
Freedom Found Financial LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 38 individual clients, 20 of them high net worth.
- Its average account is about $381,000 (assets it manages divided by its 181 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Boonton, New Jersey |
|---|
Freedom Found Financial LLC fees
Freedom Found Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $69 million |
| Individual clients | 18 |
| High-net-worth clients | 20 |
| Accounts managed | 181 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 306009 |
Advisors at this firm (1)
Other fee-only firms in New Jersey
- Friedenthal Financial · Marlton
- Full Court Strategic Wealth · Mount Laurel
- GenRise Wealth Advisors · Mt. Laurel
- Global Wealth Management · Kingston
- Grand Life Financial LLC · Summit
- Granite Rose Wealth Alliance LLC · Fairfield
- Green Ridge Wealth Planning · Montville
- Guerra Pan Advisors · Montclair