Fee-only adviser · New Freedom, PA
Houseman Financial LLC
Houseman Financial LLC is a fee-only investment adviser registered with the securities regulators of Maryland, Pennsylvania, with its main office in New Freedom, Pennsylvania. On its latest Form ADV, filed November 5, 2026, it reports $2.5M in regulatory assets under management, 10 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 | State-registered: Maryland, Pennsylvania |
|---|---|
| Firm CRD number | 337624 |
| Office | 15 West Main Street Suite 1 New Freedom, PA 17349 |
| Phone | (717) 227-9336 |
| Website | Not listed |
| Regulatory assets under management | $2.5M |
| Individual clients | 10 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- 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 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.
Nearby
- York 2 firms
- Cockeysville 1 firm
- Hunt Valley 10 firms
- Phoenix 1 firm
- Hanover 1 firm
- Forest Hill 2 firms
- Lutherville 2 firms
- Timonium 6 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Houseman Financial LLC? Update this listing.