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CFP
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CFP

Peter Blackwell

Freedom Wealth Management LLC
26 Years of Experience
Spokane, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Peter Blackwell is a CFP-designated registered investment advisor at Freedom Wealth Management LLC, based in Spokane, WA, with 26 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 121 clients with $47M in assets under management.

Freedom Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
121 clients
Average Client Portfolio
$391K average
Assets Under Management
$47.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.30%
$500K - $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are generally negotiable only for employee, employee-related, and former employee accounts. Minimum account size is $500,000, but is negotiable and waived for first responders and active military personnel.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7307 N Division St, Ste 305, Spokane, WA, 99208-6559

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter is associated with Blackwell Financial Services, LLC and Freedom Financial Services, LLC, both DBAs for LPL business. He also has ownership in Blackwoods Enterprises, LLC and Blackwoods Equestrian, both real estate rental businesses, and works as a producer for LTCi Partners, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Freedom Wealth Management LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
LPL Financial LLC
October 2017 - February 2026 · 8 yrs 4 mos
Edward Jones
October 2004 - September 2017 · 12 yrs 11 mos
Edward JonesBroker
October 2004 - September 2017 · 12 yrs 11 mos
UBS Financial Services INC.
January 2001 - November 2004 · 3 yrs 10 mos
UBS Financial Services INC.Broker
September 2000 - November 2004 · 4 yrs 2 mos
State Registrations13 states
ALAZCAFLGAIDILMNMONHTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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