FINANCIAL FREEDOM HOUSE
SEC RegisteredWE DO WHAT OTHERS IMPLY ℠
About the firm
Financial Freedom House is a federally registered and CEFEX-certified Investment Adviser offering fiduciary investment advice and financial planning since 1983. The firm is one of the first investment firms in Michigan to complete an ISO-based fiduciary audit and certification. It takes a fully transparent, non-elitist, and pressure free approach to financial planning and investment advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary investment advice and financial planning for personal clients, businesses, and 401(k) plans, including index fund portfolios and financial education seminars and events.
Who they serve
All people regardless of age, wealth, or status
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 473 | $88M |
| High Net Worth Individuals | 50 | $66M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 10 | $59M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $49,999 | 1.50% |
| $50,000 - $99,999 | 1.35% |
| $100,000 - $249,999 | 1.20% |
| $250,000 - $499,999 | 1.00% |
| $500,000 - $999,999 | 0.80% |
| $1,000,000+ | 0.40% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL FREEDOM HOUSE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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