Fee-only adviser · Needham, MA
Freeman Financial LLC
Freeman Financial LLC is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Needham, Massachusetts. On its latest Form ADV, filed July 8, 2026, it reports $4.9M in regulatory assets under management and 2 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 | State-registered: Massachusetts |
|---|---|
| Firm CRD number | 288904 |
| Office | 687 Highland Ave #17 Needham, MA 02494 |
| Phone | (617) 752-1515 |
| Website | www.freemanfinancialllc.com |
| Regulatory assets under management | $4.9M |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 8, 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.
- 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 Needham
- Centerpoint Advisors, LLC $732M
- Forness Financial LLC $203M
- Commons Capital, LLC $307M
- Traub Capital Management $211M
- Darrow Wealth Management $392M
- Breakwater Financial, LLC $128M
See all 10 fee-only advisers in Needham →
Nearby
- Newton Upper Falls 1 firm
- Waban 1 firm
- Newton Centre 1 firm
- Wellesley Hills 1 firm
- Newton Lower Falls 1 firm
- Wellesley 12 firms
- Auburndale 1 firm
- Newton 11 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Freeman Financial LLC? Update this listing.