Freedom Financial Partners Llc
- Regulatory AUM
- $378M
- Discretionary
- $378M
- Clients
- 308
- Avg AUM / client
- $1.2M
- Accounts
- 1,100
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 206 | $67.5M | 17.9% |
| High net worth individuals | 102 | $310M | 82.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Harvey Vogel Manufacturing Co. Hourly Employees' 401(k) And Profit Sharing Plan Harvey Vogel Manufacturing Co. | 2024 | |
| Chandler Exhibits, Inc. 401(k) Retirement Plan Chandler Exhibits, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Stephen Schwalbach | Co President | CFP | Feb 2013 (14y) | 50% – 75% |
| Trever Thomas Christian | Co President | Feb 2013 (14y) | 50% – 75% | |
| Holmgren, Jonathan, Gregory | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Kyle David Playford | Registered representative | CFP | Nov 2023 (3y) | |
| Matthew Steven Brandeen | Registered representative | CFA | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Harvey Vogel Manufacturing Co. Hourly Employees' 401(k) And Profit Sharing Plan | Harvey Vogel Manufacturing Co. | 147 | $2.7M | 01/01/2024 |
| Chandler Exhibits, Inc. 401(k) Retirement Plan | Chandler Exhibits, Inc. | 99 | $10.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $292M (77% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗