Investment adviser · CRD 332948

FREEWILL PLANNING, LLC

Investment adviser filing (IA)

· Form ADV filed Oct 28, 2024

Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 28, 2024. View historical filings

Reported services

Selection of other advisers

Compensation

Fixed

Principal office

CRD 332948

Filing source

Form ADV 1902762 · Oct 28, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.