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Landon Freeman

Thirteen Twenty-Two Advisors
18 Years of Experience
Fort Worth, TX
2 DisclosuresBroker
View SEC Summary
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Landon Freeman is a registered investment advisor at Thirteen Twenty-Two Advisors, based in Fort Worth, TX, with 18 years of industry experience. Landon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 398 clients with $160M in assets under management.

Thirteen Twenty-Two Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
398 clients
Average Client Portfolio
$411K average
Assets Under Management
$163.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees are generally negotiable.

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

Location

1200 Summit Ave, Suite 502, Fort Worth, TX, 76102

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History

Regulatory History (2)
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.
Criminal
November 2019
Final Disposition
Employment Separation After Allegations
November 2011
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Thirteen Twenty-Two Advisors
August 2026 - Present · 2 mos
LPL Financial LLC
July 2026 - Present · 3 mos
LPL Financial LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
February 2022 - May 2026 · 4 yrs 3 mos
Ameriprise Financial Services, LLC
February 2022 - May 2026 · 4 yrs 3 mos
VALIC Financial Advisors, INC.
July 2014 - February 2022 · 7 yrs 7 mos
VALIC Financial Advisors, INC.Broker
October 2013 - February 2022 · 8 yrs 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
June 2008 - December 2011 · 3 yrs 6 mos
Chase Investment Services CORP.Broker
October 2005 - March 2008 · 2 yrs 5 mos
State Registrations3 states
AZNVTX
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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