Fee-only adviser · Franklin, MA
Byrne Financial Freedom, LLC
Byrne Financial Freedom, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Franklin, Massachusetts. On its latest Form ADV, filed June 5, 2026, it reports $546M in regulatory assets under management, 956 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 167893 · SEC file 801-107534 |
| Office | 11 East Street Franklin, MA 02038 |
| Phone | (508) 528-9366 |
| Website | www.byrnefinancialfreedom.com |
| Regulatory assets under management | $546M |
| Individual clients | 578 non-high-net-worth, 378 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Franklin
- Titanium Advisors, LLC $170M
Nearby
- Wrentham 3 firms
- Millis 1 firm
- Holliston 2 firms
- Cumberland 1 firm
- Foxboro 2 firms
- North Attleboro 3 firms
- Medfield 3 firms
- Walpole 3 firms
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