Allen Osgood is a CFP-designated registered investment advisor at Financial Freedom, based in Malvern, PA, with 24 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 114 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Freedom primarily uses an annual retainer fee structure for ongoing wealth management, which includes both financial planning and investment management. However, some long-term clients pay a fee based on a percentage of the assets they manage, ranging from 0.25% to 1.0% per year, depending on the value of the assets.
Location
5 Great Valley Parkway, Suite 210, Malvern, PA, 19355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Freedom
State Registrations4 states
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