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FINANCIAL FREEDOM

CINCINNATI, OH · CRD 118772 · IAPD ↗ · finfreeohio.com · 513-697-6400

$443.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — FINANCIAL FREEDOM notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — FINANCIAL FREEDOM changed its website from finfree.com to finfreeohio.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2024 — FINANCIAL FREEDOM reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — FINANCIAL FREEDOM reported RAUM up 27% ($309.2M -> $391.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.