Financial Freedom, led by Allen A. Osgood and Allen A. Osgood, Jr., both Certified Financial Planner practitioners, offers comprehensive financial planning and investment management. They operate as fee-only advisors, receiving compensation solely from client fees and not from commissions. Client assets are held at Fidelity Investments. They may recommend other professionals like lawyers or accountants at the client's request.
Fee Structure
Financial Freedom primarily uses an annual retainer fee structure for ongoing wealth management, which includes both financial planning and investment management. However, some long-term clients pay a fee based on a percentage of the assets they manage, ranging from 0.25% to 1.0% per year, depending on the value of the assets.