Frequently Asked Questions

Are you a fiduciary?

Yes, all certified financial planners are fiduciaries. We are not affiliated with any insurance or investment company, and strive to be wholly objective in the advice and approach we recommend.


Who do you work with?
  • We primarily work with Bay Area professionals, teachers, and public employees.
  • We also work directly with schools, public and private, managing 403b plans, and offer consulting services to Headmasters in contract negotiations.
What services do you offer?
  • Comprehensive financial and wealth planning
  • Investment management
  • Tax planning and preparation
  • Insurance and annuity reviews and analysis
How do I pay for your services?
  • We prefer to work for a flat fee based upon assets under management.
  • We offer an annual subscription, and will entertain fee-based engagements with defined scopes and deliverables.
How will you do my taxes?

We offer tax preparation as an accommodation and added benefit to our financial planning clients.

Will you provide a financial plan for me?

If by financial plan you mean a 100-page document in a handsome leatherette binder to be placed on a shelf and then ignored, no.

Investors should carefully consider the investment objectives, risks, fees, and expenses before investing. For this and other important information please obtain the investment company fund prospectus and disclosure documents from your Rep/Advisor. Read this information carefully before investing. The investment return and principal value will fluctuate so that an investor’s shares, when sold, may be worth more or less than their original cost.

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Freeman Wealth Planning