Fee-only adviser · Spokane, WA
Freedom Asset Management
Freedom Asset Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Spokane, Washington. On its latest Form ADV, filed September 9, 2026, it reports $142M in regulatory assets under management, 420 individual clients and 1 employee who gives 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 | 335660 · SEC file 801-132831 |
| Office | 605 E. Holland Ave. #215 Spokane, WA 99218 |
| Phone | (509) 606-6676 |
| Website | www.freedomasset.net |
| Regulatory assets under management | $142M |
| Individual clients | 395 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 9, 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 Spokane
- JMK & Associates, LLC $268M
- Quantum Financial Planning Services, Inc. $727M
- Northern Capital Management, Inc. $918M
- Financial Forum, Inc. $286M
- Vickerman Investment Advisors, Inc. $632M
- Fortitude Financial LLC $282M
See all 26 fee-only advisers in Spokane →
Nearby
- Spokane Valley 4 firms
- Liberty Lake 2 firms
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