Kevin Dunleavy is a CFP-designated registered investment advisor at Freedom Financial Management, INC, based in Orlando, FL, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Financial Management provides investment management services to some clients as part of a full retainer agreement. The annual fee ranges from 0.5% to 1.5% of the value of your portfolio, billed monthly or quarterly.
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a general manager at DD&R Enterprises LLC, a real estate investment company, spending a few hours per week on this. He also owns a rental property through 2800 Virginia, LLC.
Employment History
Current Registrations
Freedom Financial Management, INC
Previous Registrations
Zehnder Wealth Management, LLC
State Registrations1 state
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