EW
CFP
EW
CFP

Evan Weiand

2 Years of Experience
Oakdale, MN

Evan Weiand is a CFP-designated registered investment advisor at Freedom Financial Partners LLC, based in Oakdale, MN, with 2 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 308 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
308 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$377.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee of 1.50% annually, negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 Inwood Ave North, Ste 260, Oakdale, MN, 55128

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Freedom Financial Partners LLC
January 2024 - Present · 2 yrs 3 mos
State Registrations1 state
MN
Advisor

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.
Evan Weiand - Financial Advisor | TrueAdvisor