SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Freedom Day Solutions, LLC
Houston, TX
CRD 138962
Firm filing updated June 1, 2026 ·
- $615.3MAssets
- 421Clients
- 4Advisory staff
- 1,324Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- Hourly chargesNo
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals251
- High net worth individuals170
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 251 | $77.9 million |
| High net worth individuals | 170 | $537.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$615.3 million
- Accounts1,324
- Discretionary$530.5 million · 963 accounts
- Non-discretionary$84.8 million · 361 accounts
People
- Employees8
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents4
- Planning clients51 to 100
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 138962, SEC file 801-66190.
- Registered with the SEC as an investment advisor (status date on record: January 27, 2006).
Is Freedom Day Solutions, LLC a fiduciary?
Short answer: Freedom Day Solutions, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
4 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.